Sales Opportunity Child Form
Use the Sales Opportunity child form to list Sales Opportunities related to the individual whose profile you are viewing.
Sales Opportunity Child Form Information
The Sales Opportunity child form displays a list of Sales Opportunities related to the individual whose profile you are viewing. You see the following columns on the Sales Opportunitychild form:
| Column | Description |
|---|---|
| Sales Rep | Displays the name of the sales rep assigned to the opportunity. |
| Opportunity | Displays the name of the opportunity. |
| Amount | Displays the amount the opportunity is expected to raise. |
| Stage | Displays which stage of the process the opportunity is currently in. |
Child Form Icons
Use the following icons to work with child forms. Not every form will have all of the icons listed.
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expand/close icon to expand or close a child form. |
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goto record icon to view that record's profile page. |
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add icon to add a new record to the child form. |
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edit icon to edit a record on the child form. |
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delete icon to delete a record on the child form. |
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grandchild form icon to expand or close a grandchild form. |
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new window icon to open a child form in a new window. | |
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more info icon to see more information about the a record on the child form. | |
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linked headings to sort the records. | |
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refresh the data in the form. | |
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export the data to a quick report for download. | |