Opportunity Types

You use opportunities types with sales opportunities. Opportunity types determine what fields are available for sales opportunities and allow you to create your own specific fields (called user defined fields or UDFs) to gather information for an opportunity.  

Opportunity types are available in different areas of the software such as Event Sales, Registration, Membership, etc. Where you create your opportunity types depends upon where in the software you use sales opportunities. For example, if you use opportunities for membership, you need to create your opportunities in the Opportunity Types - Membership screen. If you use opportunities with event sales accounts and contacts, you create your opportunities in the Opportunity Types - Event Sales screen. 

Each opportunity type can include up to 100 user defined fields (UDFs) These fields are divided into 3 major groups:

  • 50 alpha-numeric fields
  • 30 numeric fields
  • 20 date/time fields

You can add UDFs as text fields, check boxes, radio buttons, or drop-down menus that allow single or multiple answers. You can set them as mandatory and make them dependent on other fields, meaning that if you select a specific answer, additional questions and answers are available. For example, a preferred airline UDF is available with a Yes or No answer. If you select Yes, a list of airlines display for you to choose.

To create an opportunity type:

  1. Click the Opportunity Types link for the applicable area of the opportunity type (Event Sales, Registration, etc.). The Opportunity Types page opens.
  2. Click the Add button. The Add Opportunity Type window opens.
  3. Enter the necessary information:
    • Description - Name for the opportunity type.
    • Status - Only active opportunity types are available for selection for opportunities.
    • Allow Duplicates - If checked, an account can have more than one opportunity with this type. 
    • Show Event - If checked, the Event drop-down is available for the opportunity. 
    • Show Salesperson - If checked, the Salesperson drop-down is available for the opportunity. 
    • Show Sales Fields - If checked, the sales fields (Lead Source, Revenue, Win % and Close Date) are available for the opportunity.
    • Code - Unique alphanumeric code.
    • UDF Only - Keep unchecked. 
    • Require Tracking Number - If checked, the opportunity number is required to save the opportunity.  
    • Auto Assign Tracking Number - If checked, the software automatically generates the opportunity number.  
  4. Select the Custom Fields tab. This is where you create the fields for gathering additional information for the opportunity. See Configure Custom Fields/User Defined Fields (UDFs) for more information.

  5. Click OK.

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Comments

8 comments

Date Votes
  • Sean Tame

    Regarding the Display Line.  In v19 we could drag and drop the sequence of fields in order.  Now each field must be manually sequenced.  If you need to add another field , you must first re-sequence each and every subsequent field. 

    There is a simple solution to this.  Can the hard stop message be changed from "Each custom field must have a unique display line" to "This sequence already exists.  Would you like to insert your new field here and re-sequence all following fields?" Yes/No.

    0 upvotes

  • Sean Tame

    Is there a way to stop Field types of Blank Line and Header from chewing up the available TXT_NN fields?  We have hit the 50 field limit mainly due to Headings and blank lines.  Eg, if a 'section' has one field to fill out, we lose 3 fields in the process.

    Thanks.

    1 upvotes

  • Carrie Spalding

    Sean, I've sent this to Product Management.  I'll let you know if I receive an update.

    Thanks,

    Carrie

    0 upvotes

  • Daniel Dickenson

    Hi All, 

     

    Is there a way round to have a field/ answer to be more than 255 characters long? 

     

    We're looking to create a free text field and we're not sure if 255 characters will always be enough. If anyone has a workaround that would be greatly appreciated.

     

    Kind regards, 

    Dan 

    0 upvotes

  • Dave Segasture

    Daniel: Custom Text Fields are limited to 255 Characters - When I've run into that kind of issue in the past I've moved to the use of a Note Field instead. I hope that helps.

    0 upvotes

  • Daniel Dickenson

    Hi Dave,

     

    Thanks for the suggestion. I'm currently using the Opportunity Type as a Customer Opportunity Web Form therefore I tried amending the figure, for the Max Characters, in the database itself however I was able to add more characters originally but on further inspection the database stopped recording the data after 255 characters.

    0 upvotes

  • Jason Rief

    I am trying to add an opportunity type (OT) to our ESCV that will allow the customer to select multiple values.These instructions are above "Allow Multiple Values: Checking this box allows the User to select Multiple Choices if Validation is being applied to the question and the Validation is set to either drop-down or check box format. If Validation has not been applied to the question this field is inactive." I have my OT set up with a validation list  but when I check the box 'Allow Multiple Values" this OT completely disappears from my list. How can I fix this so a customer can select multiple values? Thanks

    0 upvotes

  • Dave Segasture

    Jason:

    Please submit this with Details including screen shots of the screens to Support. It sounds like there may be a software error. 

     

    0 upvotes

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