Company that the sales opportunity is with.

Main contact person in the company for the sales opportunity.

Short description of the opportunity.

Source of the opportunity. For example, Trade Show, Customer Referral, Web.

Type of opportunity or general area of product interest. For example, Services, License, Consulting, Mix.

Customer reference code. For example, it could be a combination of a marketing campaign code and customer identifier.

Detailed description of the sales opportunity.

Date the opportunity was received. Defaults to today's date.

Actual date the opportunity was closed.

Security territory. For more information, see Territory management.

Other people or companies bidding on the opportunity.

The person or company who won the sale.

Notes added by sales reps that provide insight into why a deal was lost. You can use this information to improve the sales process and win more deals in the future.

This checkbox is selected automatically to indicate that this is a cross-sell opportunity.

This SSA field is prepopulated with the name of the original opportunity when you create a cross-sell opportunity.

The Campaign Wave Activity source of the opportunity (only available where Campaign Management is implemented).

Stage the opportunity is at. For example, Lead, Quoted, Negotiating.

Status the opportunity is at. For example, In Progress, Won, Lost.

A percentage certainty that this deal will close at some point in the future.

The figure the Sales User expects to get, if the deal closes.

Priority. For example, Normal, Low, High.

Person responsible for the sale.

Team responsible for the sale.

Forecast close date.

Read-only field, which comes from the Quote or Order. Please refer to the explanation of the Currency field on the Quotes tab for more information.

Read-only field. Gross Amount from the quotes associated with this opportunity where the Include In Quotes Total checkbox is selected.

This value is not used for forecasting purposes.

If the quote is set to a status of Inactive, the Gross Amount from the quote is deducted from the Total Quote Value.

When a quote is converted to an order, the Gross Amount of the quote is deducted from the Total Quote Value. If only one quote has the Include In Quotes Total check box selected, this value is set to zero when the quote is converted.

In Progress

Won

Lost