Opportunity Info Center Form
Use the Opportunity Info Center tabs to enter and review information about your opportunities, link related files and Info Center records to your opportunity records, and schedule opportunity activities.
Connect for Microsoft Outlook is an optional Ajera CRM module that makes it possible for you to manage Ajera CRM clients, contacts, vendors, and opportunities, all from Microsoft Outlook. Connect for Microsoft Outlook does not replace the Client, Contact, Vendor, or Opportunity Info Centers. You use it in addition to the Info Centers, to access and manage Ajera CRM Info Center records from either application.
Related Topics
- Display the Opportunity Info Center Form
You display the Opportunity Info Center form from the Info Center menu. - Opportunity Info Center Toolbar
Use the toolbar options to work with opportunity records. - General Tab of Opportunity Info Center
Use the General tab to enter or modify information about an opportunity, such as the opportunity name, number, description, status, contact, revenue, and probability figures. - Team Tab of Opportunity Info Center
Use the Team tab to organize information about the team of employees and vendors who work on an opportunity. - Clients/Contacts Tab of Opportunity Info Center
Use the Clients/Contacts tab to link client or contact records to an opportunity record. - Proposals Tab of Opportunity Info Center
Use the Proposals tab to track the proposals associated with an opportunity. For any one opportunity, you may need to submit more than one proposal. - Service Estimate Tab of Opportunity Info Center
The Service Estimate tab provides an overview of the estimated services and materials required for an opportunity. As you enter the labor, expense, consultant, or unit cost estimates for an opportunity, you can refresh the data to see an updated analysis of each estimate. - Estimated Revenue Tab of Opportunity Info Center
Use the Estimated Revenue tab to enter dates on which you expect to receive revenue. Use the Opportunity Forecast Reports to review this data and to analyze the potential revenue stream for the opportunity. - Activities Tab of Opportunity Info Center
Use the Activities tab to schedule opportunity activities directly from individual opportunity records. - Location Tab of Opportunity Info Center
Use this tab to enter, edit, or review address information for an opportunity. - Project Codes Tab of Opportunity Info Center
Use the Project Codes tab to enter the project codes associated with an opportunity. - Marketing Campaigns Tab of Opportunity Info Center
Use the Marketing Campaigns tab to associate one or more marketing campaigns with an opportunity record. To associate a marketing campaign record with an opportunity record, add it to the Marketing Campaigns grid. Both records reflect the association. - IQ Info Tab of Opportunity Info Center
If the opportunity is linked to an opportunity in GovWin IQ, use the IQ Info tab to view the information maintained in GovWin IQ for that linked opportunity. With the exception of the IQ ID field, this information is for reference only and cannot be changed in Ajera CRM. You can use the GovWin IQ Web Service utility to keep this data synchronized with the latest data in GovWin IQ. - Files Tab of Opportunity Info Center
Use the Files tab to link one or more external text files, graphics files, or email messages to an opportunity record. When you add a file to the Files grid, Ajera CRM creates a hyperlink between the file path specified in the File Path field on the grid and the file. Click the file path to open the file from the current record. - Competition Tab of Opportunity Info Center
Use the Competition tab to create and maintain a list of companies that are pursuing the opportunity.
Parent Topic: Screens