...

The type of opportunity. This field links to the Types service (see About the Types Form (for Opportunities)). Note that at least one Type must be defined to save an Opportunities record.

...

The name of the marketing campaign that led to this opportunity, if applicable. This field links to the Campaigns service. See the Aptify Campaign Management Guide for details Managing Campaigns and Prospects for more information.

Parent

If an opportunity is part of a larger opportunity, the name of the parent opportunity appears in this field. This links to another record in the Opportunities service.

...

The name of the company for whom the proposal was prepared. This is the target company for the opportunity. This field links to the Companies service.

Attachments Tab

The Attachments tab lists any files relevant to the Opportunities record.

Comments Tab

The Comments field contains any additional details relevant to the Opportunities record.

Anchor
_competitors _competitors

Competitors Tab

This tab lists all of the known competitors for the opportunity. See About the Competitors Form for details.

Anchor
_contacts _contacts

Contacts Tab

This tab lists the contact people and decision makers for this opportunity. See About the Contacts Form for details.

Contact Log Tab

This tab displays all Contact Log records linked to this opportunity. New Contact Logs opened from this tab are automatically linked to the Opportunity, the Person specified in the Opportunities record's top area, and the Company specified in the Opportunities record's top area. See Managing the Contact Log Service chapter in the Aptify Customer/Member Management Guide for  for information on working with Contact Log records.

Details Tab

This tab stores additional information about the opportunity.

...

The details of the confidentiality required for this opportunity if the Confidentiality Level is set to a value other than None.

History Tab

This tab displays the History records that are automatically generated when a user makes a change to certain fields in the Opportunities record. See About the History Form for details.

Line Items Tab

This tab displays the Line Items records that track the current potential value of the opportunity. See About the Line Items Form for details.

Orders Tab

This tab lists all orders related to the Opportunities record. New orders opened from this tab are automatically linked to the opportunity. See the Taking Orders chapter in the Aptify Order Entry Guide for  for information on entering customer and order information.

Partners Tab

This tab lists any partners with whom the organization is working to win this opportunity. See About the Partners Form for details.

References Tab

This tab tracks any account references provided to the prospect in conjunction with this opportunity. See About the References Form for details.

Roles Tab

This tab tracks the employees involved in pursuing this -opportunity and describe the role each plays. See About the Roles Form for details.

Status Reports Tab

The Status Reports This tab lists all status reports associated with the opportunity. See About the Status Reports Form for details.

Status Tab

Requested On (required)

The date the proposal was requested (or when the Request for Proposal (RFP) was received).

...

The probability that the proposal will be accepted from management's perspective.

Sub-Opportunities Tab

The Sub-Opportunities This tab lists all sub-opportunities related to the Opportunities record. A sub-opportunity has the current opportunity listed as its Parent.