Opportunity Type
The Opportunity Type form allows you to categorize your Opportunities by a particular type. You can set this up to reflect whatever type of information you want to use. It can be very helpful to assign an opportunity type to such examples as Exisitng Customer Upgrade, or New Customer.
You can choose the sort order of the opportunity type form by using the Sort buttons. These buttons are used to move the selected record upward/downward one spot for each click.
Toolbar Buttons
Toolbar Buttons perform an action on the current record like adding, deleting or saving.
The New button will move the cursor to a new line where you can add a new opportunity type.
The Save button will save the changes made in the form.
The Undo button will cancel out the last change/s done to the record reverting it to its older state.
The Export button will allow you to export the search results to your desired file type namely: HTML, PDF, RTF, Text and Excel.
The Close button will close the Opportunity Type form.
Press F1 or click F1-Help button in the Status bar for help on how to use the Opportunity Type form.