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.

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 Links tab to link one or more external text files, graphics files, or email messages to an opportunity record. When you add a file link to the Links grid, Ajera CRM creates a hyperlink between the link path specified in the Link Path field on the grid and the file. Click the link 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.
  • Attachments Tab of Opportunity Info Center
    Use this tab to upload, view, and store documents such as contracts, waivers, and images for your opportunities. Vision attaches these documents to the info center record for which they were uploaded.
Parent Topic: Screens