|Company||Company name of new client.|
This is the name the User chooses for an opportunity.
Enter the name of the contact person at that company.
The primary external contact's number for the opportunity.
The date when the lead was added.
The target closing date.
The current status of the opportunity as per the set status names. User can configure these names in the Look Up code section.
The likelihood of closing the opportunity, and having it become a job bag.
The cost to company of the sale.
Estimated monetary amount of the opportunity.
User who created the opportunity and is assigned to it.
|Client Parent Company||The holding company for the new client.|
|FY Est Revenue||Estimated rand revenue if won in the current fiscal (full year).|
|FY Annualised Revenue||Full year annualised rand revenue (a 12-month figure, ignoring fiscal). This column must be equal to or greater than Full Years Estimated Revenue.|
|Industry||Prospective client industry.|
|Last Action||Enter notes about the status of the latest activity on the opportunity.|
|Last Action date||The latest activity date. This field will populate with the last date that the user added notes in the Last Action field. Users will be able to change the Last Action Date however they cannot add trhe the Last Action Date before additng a adding the Last Action.|
|Due Date||The next activity on the opportunity set as a Reminder date on the opportunity.|
Upload File(s) button
Allows you to upload external documents.
Add additional notes about the opportunity in this section.