Reseller Opportunities Tab

You can use the Reseller Opportunities tab on the Account Detail view to view opportunity information for resellers. The Reseller Opportunities tab displays a list of the opportunities that the account is a reseller for.

How Do I?

Open the Reseller Opportunities tab

1. Open the Account Detail view.
2. Click the Reseller Opportunities tab. If the tab is not visible, click the More Tabs tab.

Add an opportunity

1. Click the Insert New Opportunity button.
   The Insert Opportunity dialog box opens.
2. Enter opportunity information in the boxes.

3. Click Save

The Reseller Opportunities tab displays the following information:

• Open - The number of opportunities and the total potential of all open opportunities for the account.
• Closed-Won - The number of opportunities and the total potential of all closed and won opportunities for the account.
• Closed-Lost - The number of opportunities and the total potential of all closed and lost opportunities for the account.
• Inactive - The number of opportunities and the total potential of all inactive opportunities for the account.

Columns in the Reseller Opportunities tab grid display the following information:

• Opportunity Name - The opportunity's description. Click the hyperlink to open the Opportunity Detail view.
• Status - The opportunity status.
• Est. Close - The estimated date the opportunity will close.
• Potential - The total revenue that could be generated by the opportunity.
• Probability - The likelihood that the opportunity will be won.
• Days Open - The number of days the opportunity has been open.

Related Topics

Accounts Overview

Opportunities Overview

Edit an Opportunity

Close an Opportunity

Delete an Opportunity