Opportunities Tab

The Opportunities Tab

The Opportunities tab displays opportunity records associated with the selected entity.

An opportunity represents a potential sale of one or more products to a client.

Each opportunity has a predefined set of stages and items associated with it.

You can add, edit, or delete opportunities for a specific entity in the Opportunities tab.

To view an opportunity detail page on the Opportunities workspace, click the description.

To return to the entity that the opportunity is associated with, navigate to the Contacts workspace.

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