Opportunities can be used for a potential job, where little details are yet known about it. They are a way of keeping track of possible future work. A quote can be created from an opportunity.
Order- Reason - the reason the Opportunity was lost.
- Work Title - a brief name, title or description for the work.
- Tax - the default tax rate. It can be overriden for each component.
- Currency - applies to the whole opportunity.
- Approximate Value - includes tax if set above.
Timeline- Entered - the date the job was entered.
- Start - the date the work could start.
- Required - the date the work could be required.
Staff- Entered By - the person who entered the Opportunity.
- Sales Rep - the customer's primary contact, responsible for the opportunity.
Last modified: 7/12/2009
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AddressesEach Opportunity has a delivery address (where the job would be sent) and a postal address (where correspondence like the invoice is sent, if it differs to the job).