Opportunity
A tracked pipeline deal tied to a Lead — separate from the Lead's own qualification fields, this is where stage, probability, and estimated/bid value actually live.
The tab order below is the default. Only 2 tabs exist for this entity today.
01OpportunityThe pipeline record — deal details, stage, and value.▸
Opportunity
| Description* | What the opportunity is. | Required |
| Lead | The Lead this opportunity is tied to (pre-filled when opened from a Lead's own tab). | Editable |
| Category / Type | Classification of the work involved. | Editable |
| Owner / Assigned User | Free-text fields naming who owns and is assigned to this opportunity. | Editable |
Pipeline
| Stage / Priority | Where this deal sits in the sales pipeline and how urgent it is. | Editable |
| Winning Probability % | Estimated likelihood of closing, 0-100. | Editable |
| Planned Start / Forecast Close / Actual Close Date | Key dates in the deal's timeline. | Editable |
| Competitors | Free-text notes on who else is being considered. | Editable |
Value & Bid
| Budget Amount / Estimated Value / Bid Amount | The client's stated budget, your estimated deal size, and your actual bid. | Editable |
| Bid Type | How the bid is being submitted. | Editable |
| Notes | A single free-text notes field on the record itself (distinct from the Notes tab's log of dated notes). | Editable |
Service Showcase Attribution
Set only when this Opportunity was created from a Client Portal catalog "Request" — null for every ordinary, staff-created Opportunity. Not shown as editable fields on the form itself.
| Catalog Item | Which Service Catalog item was requested. | Read-only |
| Requested By (Contact) | The portal Contact who submitted the request. | Read-only |
| Origin | Where this Opportunity came from (e.g. portal catalog vs. staff-created). | Read-only |
Audit Details
Collapsed by default — system-tracked record history.
| Created By / Created Date | Who created this record and when. | Read-only |
| Modified By / Modified Date | Who last changed this record and when. | Read-only |
02NotesDated notes logged against the opportunity, editable only by whoever wrote them.▸
| Note Date | The date the note applies to. | Editable |
| Notes* | The note text. | Required |
Notes written by other users show as plain text in the list, with no Edit link — only your own notes are editable.