Summary
In Project Operations, an Opportunity is a potential project-based deal with a customer that is actively being pursued. It serves as the initial stage in the sales process, capturing key information about the prospective project and facilitating its progression through various stages until it is either won or lost.
Project Operations Opportunity consist of details of opportunity number and opportunity name.
Project Operations item(s)
- Sales > Sales – Opportunities >Select the Opportunity.
New data model’s data entities
- Opportunity
Synapse link approach tables
- Opportunity
Field level functional description
- OpportunityName: The descriptive name or title of the opportunity, used for identification and reporting.
- OpportunityNumber: The unique identifier or number assigned to each opportunity for tracking and reference.
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