Opportunities Form: Opportunities

The Opportunities form provides key information about the project opportunities that you are pursuing. Use this form to add/edit opportunity information about team members, activities, associated marketing campaigns, status of proposals, and all documentation and material information related to the opportunity. Use the toggle to switch between the Opportunities and Estimate forms.

Contents

To view the Opportunities form in the Opportunities Hub, select the Opportunities toggle at the top of the page.

Field	Description
Search	Use the search field above the opportunity name to search for and select the opportunity that you want to review or edit. To refine the results set, click the search filter drop-down arrow and select a standard or custom search: Active: Display a list of active opportunities. All: Display a list of all opportunities (both active and inactive). Mine: Display a list of opportunities that have a status of active and on which you are a member of the team. [saved custom search filter]: Select a previously saved custom filter to display the contacts returned by that search. Custom: Display the Custom Search dialog box. You can then create and apply a new custom search filter, which you can save for future use. For information about creating and using searches, see the following topics in Basics: Search for and Select a Record Create a Custom Search Filter Custom Search Dialog Box If an opportunity is inactive or closed, the search results list displays the record in gray to indicate the status. You can hover over the indicator to display the status.
Name	After you add a new opportunity record, the opportunity's name displays above the tabs. If the name is too long to display completely, hover over it to see a tooltip containing the full name. To edit the name, hover over it and click .
and	Click to the left of the record name to collapse the hub's Summary pane. When the pane is collapsed, click to open the Summary pane.
Last modified by	These fields, located below the opportunity's name, display the date the contact information was last changed and the name of the person who made the changes.
	Click the Switch to List View icon to switch to the list view of the hub form. In this view, fields are displayed in columns in one grid on the form rather than on separate tabs. Hub records are displayed in each row in the grid. This makes it easy to compare and update multiple records at one time because you do not have to open individual records. You can add, remove, or change the order of the columns in the grid by clicking to the right of the grid. This opens the List View Settings dialog box. For more information and instructions on how to use list view, see Hubs Basics.
	After you have switched to list view, click the Switch to Detailed View icon to switch back to the detailed view of the form. Detail view is the default view that displays when you open a hub for the first time; thereafter, the view that was active when you closed the application will display when you open. In detailed view, all fields in the hub are displayed on tabs on the hub form. The detail view is the format that is described in help topics in the Help system.