Sales Management Opportunities Opportunity List Definitions
Definitions of the Opportunity List
The Opportunity List which is commonly referred to as the Opportunity Queue, is a listing of all Opportunities in process. As Opportunities are sold or lost and inactivated, they drop off the list. Once a Prospect/Opportunity has been inactivated, it still remains in the database. Inactive Opportunities may be viewed by selecting the Show Closed option on the Opportunity List form.
The Opportunity List contains columns of information in a grid with basic information related to each Opportunity record and has selectable filters located at the top of the form. The Filters are used to display a list of Opportunities that meet the filter criteria selected. For example if only the Opportunities created with a particular lead Source are to be viewed, the User will make a selection from the Sources filter. Only the Opportunity records with the lead Source selected will be displayed in the grid area.
A the lower right of the Opportunity List is a total of Items and RMR; these totals reflect all Items for all Opportunities displayed in the grid.
Each column within the Opportunity List and Filter options will be described in this section.
9010