1. Document
   1. Head
      1. Title
      2. Account
      3. Sales Representative
   2. Billing / Fulfillment
      1. Billing Information
         1. Payment Terms
      2. Fulfillment Information
         1. Fulfill All Concurrently
   3. Line Items
      1. Part Type
      2. Part
      3. Description
      4. Unit Price
      5. Quantity
      6. Subtotal
      7. Discount
      8. Tax
      9. Total
   4. Foot
      1. Financial Bottom Line
         1. Discount
         2. Total
      2. Notes
2. Sidebar
   1. Head
      1. Identifier
      2. Owner
   2. Internal Information
      1. Close Date
      2. Probability
      3. Weighted Total
   3. Status
      1. Stage
      2. Date Stage Started 
   4. Foot
      1. Creation Information
      2. Last Modification Information
3. Referrers

 

Document

The Document area contains the content of an Opportunity. In this area, intended to resemble what a distributable copy of an Opportunity might look like, you can find information detailing what the Opportunity itself is.

 

The Document is made up of a Head area, blocks of related information, and a Foot area.

Head

The head of a Document offers high level information that is useful for identification and orientation.

 

Title

A Title is a label, short note or description that may be useful in identifying or searching for the Opportunity.

 

Account

This is the main external party acting as a customer.

 

Sales Representative

This is the main actor representing, or acting on behalf of the organization, to the Account.

Billing / Fulfillment

 

Billing Information

 

Payment Terms

 

Fulfillment Information

 

Fulfill All Concurrently

Line Items

 

Part Type

 

Part

 

Description

 

Unit Price

 

Quantity

 

Discount

 

Tax

 

Total

Foot

 

Financial Bottom Line

 

Discount

 

Total

 

Notes

 

Sidebar

The Sidebar area contains information about an Opportunity. In this area, you can find information characterizing what can be said about the Opportunity as an element in the network of organizational knowledge.

 

The Sidebar is made up of a Head area, blocks of related information, and a Foot area.

Head

The head of a Sidebar offers high level information that is useful for identification and orientation.

 

Identifier

A unique number that is issued after the initial save.

 

Owner

This is the internal actor responsible for the Opportunity as an element in the network. This may change over the life of the Opportunity according to organizational policy.

Internal Information

 

Status

 

Foot

 

Created

This specifies when and by whom the initial save was performed.

 

Last Modified

This specifies when and by whom the most recent change was performed. The most recent change could be a direct edit by a user or it could be the result of a change made to another element which impacts the present element.