Opportunity Overview

The Opportunity Overview screen includes the following sections and information:

  • Title area - includes the target company name, title, and description

    NOTE The Title area includes the target company name. If the target company for an opportunity is no longer in scope [it becomes inactive or is deleted from the public folder], a message displays that the user needs to change the opportunity's target company to a valid target company. The user will have the ability to edit the target company. If there are linked opportunities or pursuits, a message will indicate this and that the linked items will be unlinked.

  • Status panel - indicates the status (open/closed), estimated value, open/closed dates, and outcome (won, lost, declined, no decision)
  • People involved panel - shows the lead, co-lead, coordinator, primary contact, and others involved. The panel also provides a convenient way to email any or all of the people involved in the opportunity.
  • Task Alert panel - provides a quick view of tasks associated with the opportunity and whether any are past due or due in the next 7 days.

  • Details panel - includes the type of work, client type, jurisdiction, practice group, industry, origination source, any competitors, and a text description.

    Several of these fields are defined lists created by your system administrator.

  • Tasks panel - displays any tasks associated with the opportunity. You can easily select to view [via tabs] those for the Next 7 Days, those Past Due, those Recently Completed, or All.

  • Stages panel - visually indicates the stage of the opportunity and how long it has been in that stage.

    Stages are defined by your system administrator.

  • Target dates panel - lists established target dates for the process, to whom they are assigned, due date, and status.

    Target dates and their sequence are defined by your system administrator.

  • Associated Initiative panel - displays any linked initiative tied to the opportunity.
  • Associated Pursuit panel - displays any linked pursuit associated with the opportunity.

  • Notes panel - displays any notes associated with the opportunity.

    IMPORTANT Notes are limited to 4000 characters.

  • Relationships panel - displays data on the relationships between the target company and its personnel and your firm.
  • Activities panel - displays data on the tracked activities between the target company and your firm.

  • Custom Fields panel - Available when set up by local system administrator to display custom fields for an opportunity.

    Any user with the ability to edit an opportunity or pursuit is able to edit the values in the custom fields on the Opportunity Overview or Pursuit Overview.

 

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