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Lead and opportunity management › Reference › Sales Customer Relationship Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Opportunity Management reference

Reference topics provide additional information about the Opportunity Management application.

  • Components installed with Opportunity Management
    Several types of components are installed with activation of the Opportunity Management plugin, including user roles and tables.
  • Opportunity details form
    Field descriptions for editing or reviewing details on the Opportunity form for Opportunity Management.
  • Create new appointment form
    Field descriptions for editing or reviewing details on the Create New Appointment form in the CRM Touchpoints and Opportunity Management modules.
  • Create new opportunity task form
    Field descriptions for editing or reviewing details on the Create New Opportunity Task form in CRM Touchpoints and Opportunity Management modules.

Parent Topic:Lead and opportunity management reference