Page 17 - CRM Document rev2 I have NO clue
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ELEMENTS OF OPPORTUNITIES
Estimated Close Date: Entering this date allows sales to see when potential revenue might land or
when resources need to be allocated.
Estimated Revenue: The estimated amount of the sale
Status: Open, In Progress, On Hold, Won, Lost, Out-Sold, Cancelled
Owner: Indicates who is responsible for this Opportunity.
Worked By: Indicates who is working the opportunity
Topic: If the Opportunity is created from qualifying a lead then the topic of the Opportunity carries
over from the Topic data on the lead. The topic is the name of the Opportunity and can include
what they are interested in.
Potential Customer: Associating an opportunity with the appropriate customer gives the ability to
track the potential, won, and lost business with specific customers.
Actual Revenue: User Provided Revenue of order
Objective
The purpose of the objective is to prioritize planning for each Stage of a campaign.
In order to properly manage Objectives in Dynamics CRM, it has been decided that there is to be
only ONE Objective per Sales pipeline.
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