Our Opportunities list has several Flex features designed specifically for Opportunity items. These features are specific to sales processes and are outlined in this section.
In addition, there are several standard features that are useful to sales tracking, such as Last Interaction and Next Task Date.
To ensure that you are taking advantage of all possible features for Opportunity items, review the “Configurable Features”, “New Features” and “Core Flex Lists” sections of this Guide.
Below is a screen shot of a sample Opportunity Display form. Several sections have been collapsed. Find details on designing forms in the “New, Edit & Display Forms” section of this Guide.
Below is a sample screen shot of fields and features that automatically update and can be useful for a variety of reporting and analysis.
Use the company linked macro to display a variety of field values from the Account in an Opportunity (or other child list). The image shown below is available from the Display Form web part under Flex Configuration.