Sales Management Opportunities Opportunity List Definitions
Definitions of the Opportunity List (continued)
Opportunity List Grid
The grid section of the Opportunity List contains several columns of information; each column is described below.
Title - The titled entered for the Opportunity is displayed in this column.
Name - The Name entered on the Opportunity record is displayed in this column.
Entered - This column will display the date on which the Opportunity record was created.
Follow Up - This column displays the current Follow Up date entered on the Opportunity record. If the Follow Up date is prior to today's date, the Opportunity row will be displayed in a red font.
Status - This column displays the current Status assigned to the Opportunity record. This field is manually updated on the Opportunity record as the sales cycle progresses.
% to Close - This column displays the current % to Close assigned to the Opportunity. This field is manually updated by a User on the Opportunity record as circumstances change.
Est Close - The current estimated sale closing date entered on the Opportunity is displayed.
System Type - The type of System assigned to the Opportunity is displayed.
Quote Type - The Quote Type assigned to the Opportunity is displayed.
Item Total - This column displays the total of all non-recurring type Sales Items entered on the Opportunity record.
RMR Total - This column displays the total of all recurring type Sales Items entered on the Opportunity record. The total amount always displays the monthly amount even if a different billing cycle is selected on the Sales Item line.
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