The Opportunities service is the primary entry point for the Sales Force Automation application. It stores all relevant information related to an opportunity, its status, and its likelihood for success.

Top Area

Name (required)

The name of the opportunity.

Type

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.

Campaign

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.

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.

Account Manager (required)

The name of the account manager for the opportunity. This field links to the Employees service.

Person (required)

The name of the person that the original proposal was addressed to. It can also specify the primary contact person for the opportunity. This field links to the Persons service.

Company (required)

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.

Competitors Tab

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

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 the Contact Log Service chapter in the Aptify Customer/Member Management Guide for information on working with Contact Log records.

Details Tab

This tab stores additional information about the opportunity.

Referred By

The name of the person who referred the prospect to the organization.

Detail Level

This field specifies how line items are tracked for this opportunity. The options are either from the Product Category level or from the Product level. 

Commission Percent 

The percentage of the commission that will be paid to the lead account manager if the opportunity is won.

Override Commission Percent 

If selected, this option specifies that the calculated commission percent of the lead account manager has been overridden. Note that this field is for tracking purposes only and does not drive any system functionality.

Lost To

The name of the competitor company who secured the opportunity if it was lost by the organization. This field links to a record in the Companies service.

Prior Opportunity

The name of an earlier opportunity that led to this opportunity, if applicable. This field links to another record in the Opportunities service.

Next Proposal

This field links to the Opportunities record created to track the next proposal to the prospect if the customer requested a revision to the current proposal. This field links to another record in the Opportunities service.

Decision By

This field tracks information about the individual or group that will be making a decision regarding this opportunity. It is a text field not linked to any other services to provide an organization with the flexibility to enter any applicable information in this field and not be tied to one type of record.

Confidentiality Level

Tracks the level of confidentiality required for an opportunity. Options include None, Partial, and Complete. None is the default value for this field.

Confidentiality Comments

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 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 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).

Proposal Sent On

The date the proposal was sent to the customer.

Expected Decision Date (required)

The date on which the customer is expected to make a decision regarding this opportunity's proposal.

Actual Decision Date

The date the customer made the decision about the proposal.

Status

The status of the proposal. The standard options for this field are Open, Won, Lost, On Hold, and Cancelled.

Stage 

The stage of the proposal. This drop-down field displays the records from the Stages service. See About the Stages Form for details. Note that at least one Stage must be defined to save an Opportunities record.

Source (required)

The source of the proposal, such as a referral, direct mail, or advertisement. This field links to the Sources service. See About the Sources Form.

Acceptance Probability %

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

Manager Acceptance Probability

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

Sub-Opportunities Tab

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