Opportunity form in the ServiceNow CRM for Outlook add-in
Field descriptions for viewing or editing an opportunity record from the ServiceNow CRM for Outlook add-in.
| Field | Description |
|---|---|
| Number | System-generated unique identifier for the opportunity record starting with the prefix OPTY. |
| Short Description | Brief summary of the opportunity. |
| Sales Cycle Type | Type of sales cycle for this opportunity. The available options are:- NEWCUST - RENEW - UPSELL |
| Industry | Industry associated with the opportunity. The available options are:- Manufacturing - Healthcare - Technology Services - Banking - Bio-Technology - Telecommunications |
| Account | Account associated with the opportunity. You can use the search icon to find an existing account. |
| Stage | Current stage of the opportunity in the sales pipeline. The available options are:- Qualify - Develop - Propose - Negotiate - Closed - Won - Closed - Lost |
| Estimated Deal Size | Estimated monetary value of the opportunity. Includes currency selection. |
| Owner | Sales representative responsible for the opportunity. |
| Opportunity Group | Group or team associated with managing the opportunity. |
| Probability % | Likelihood of closing the opportunity, expressed as a percentage. |
| Description | Optional description of the opportunity. |
Parent Topic:Activity Management reference
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