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The type of opportunity. This field links to the Types service (see About the Types Form (Opportunities)). Note that at least one Type must be defined to save an Opportunities record.
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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 the Contact Log Service chapter in the Aptify Customer/Member Management Guide for information on working with Contact Log records.
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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 information on entering customer and order information.
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