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

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Partners Tab

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

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References Tab

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

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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.

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