The Estimate form 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.
This form is available if your enterprise purchased the CRM Plus application and the Enable Service Estimate option is selected on the Service Estimate tab in
.
To view Service Estimates in the
Opportunities Hub, select the
Estimate toggle at the top of the page.
Contents
| 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 for which you are a member of the team.
-
Active Leads: Display a list of active leads.
-
Qualified: Display a list of qualified
opportunities.
- [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:
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
|
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
 .
|
| 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.
|
