Selecting the ... icon next to an Opportunity in the Opportunity List and selecting Summary or selecting the opportunity's name will open the Opportunity Summary page. The name of the opportunity will be temporarily added to the side menu, meaning that you can quickly return to the record if you navigate away from it.
Opportunity Details
The summary page contains the following details for the opportunity, as well as any details that have been added to the opportunity in the Edit Window. If no value has been added for a field, it will not be shown in the details section.
Title
Class
Tags – Any Tags that have been added to the opportunity will be shown here. You can select the X within a tag to remove it, or select the + icon to add new tags.
Status – You can use the drop-down menu here to change the status of the opportunity. Selecting the
icon will display the Workflow linked to the opportunity. If the opportunity has not yet been put onto a workflow, select the Select Workflow button to Choose a Workflow.
Owner – This is the internal staff member responsible for the opportunity. Selecting this will open the corresponding Officer Summary.
Created Date and Time
Any User-Defined Fields will also be shown in this section.
Opportunity Activities
Selecting Actions > Create Appointment Regarding will open the Create Appointment window. The Officer associated with your user account will be set as the Organiser, and the Regarding field will contain the current opportunity.
Other Information
The remaining details for the opportunity are found in the various tabs in the summary page. Information can be edited from within each of these tabs. The following tabs are available: