Once the Opportunity has been created, there are several fields that can be filled it.

Name:
- The name of the opportunity allows you to easily distinguish it from other opportunities. By default, it will get its name from the name of the account it is associated with. It is recommended to change the opportunity name to something a more descriptive.
Type:
- Opportunity Type is a custom field that allows you to distinguish the type of sale or work of this opportunity. To take full advantage of opportunity types, it is recommended that you change these to something else instead, like New Install, Renovation, Full Service Maintenance, Snow Removal. To manage your opportunity types, go to Settings > Opportunity Types.
Division:
- This will correspond to the division selected when creating the opportunity. The division can be changed here if the incorrect one was selected.
  The buttons at the top of the page will change between "Save & Create Construction Estimate" and "Save & Create Maintenance Estimate" depending on the type of Division that was selected.
Status:
- Open or Closed. An Open Opportunity is one that is still being worked on, while a Closed one indicates that the sales process is complete.
  The status can only be changed here as long as there are not any estimates linked to this opportunity. If an estimate exists, the status will be determined by setting the outcome (won, lost, not qualified) on the estimate itself.
Primary & Billing Contacts:
- If your account has more than one contact, you can define who is primary and who is billing for this opportunity.
Salesperson, Designer, Estimator:
- Specify who is taking on these roles for this opportunity using these drop down lists.
  For an employee to appear on these lists, they must have the corresponding security roles linked to their employee account. These roles can be set from Settings > Employees > Roles/User Settings.
Lead Source:
- Just like on the Account, you can specify the lead source for this opportunity. This will default to value from the Account, but can be adjusted as needed.
Sales Phase:
- Specify the current stage that this opportunity is in. Note that changing the sales phase may also change the start/end dates as well as the probability. This is because each sales phase has a configurable default length and default probability. You can manage your sales phases from Settings > Sales Phases.
- Start & End Dates:
  - These dates are meant to represent the date a sales phase begins and ends. By the end date, the opportunity should be moving on to the next sales phase, or the customer should be followed up with.
  - If End Date is in the past, the opportunity due date will show up in red from the main Sales > Opportunities menu.
  - The dates can be adjusted at any time.
- Probability:
  - The likelihood that this opportunity will lead to a closed sale. Probability usually increases as the Opportunity moves through the sales phases. You can manually adjust the probability values at any time, or set new defaults from Settings > Sales Phases.
Requested Start & End Date:
- Customer's ideal project timeframe. Optional, and for reference only.
Private Notes:
- Internal notes concerning items related to this opportunity. Usually used to record customer preferences or things the estimator needs to be aware of.
  Note that once the opportunity is saved and the Estimate created, these private notes will move into the Notes tab of the Estimate.

Once the details are complete, select one of the options at the top:

Save & Close: Opportunity will be saved and you will be brought back to the previous screen you were on.
Save & Create Construction/Maintenance Estimate: Opportunity will be saved and the Estimate creation process will begin.
Save & Create Task: Opportunity will be saved and the Task creation process will begin. The task will be linked directly to this Opportunity.
Save and continue working on this opportunity.
Cancel the opportunity creation process and return to the previous screen.

Sales Tracking

Introduction