---
title: Opportunities
description: "The Opportunity record form stores key information about a potential sales opportunity for an existing customer or a potential new customer. ![](https://evergreenworx.com/wp-content/uploads/2023/03/opportunities_done.png) ![](https://evergreenworx.com/wp-content/uploads/2023/02/Number1-1-300x300.png) In the ribbon, available actions are displayed for the current Opportunity record, such as deactivating the record, deleting…"
url: "https://evergreenworx.com/docs/opportunities/"
updated: "2025-10-22"
category: Customers
---

# Opportunities

The Opportunity record form stores key information about a potential sales opportunity for an existing customer or a potential new customer.

  ![](https://evergreenworx.com/wp-content/uploads/2023/03/opportunities_done.png)

![](https://evergreenworx.com/wp-content/uploads/2023/02/Number1-1-300x300.png) In the ribbon, available actions are displayed for the current Opportunity record, such as deactivating the record, deleting the record, or running a report. The actions available depend on your security role and permissions.

![](https://evergreenworx.com/wp-content/uploads/2023/02/Number2-1-300x300.png) Record forms have tabs that allow the user to move between different data elements of the record. On the Opportunity record, you’ll see the following tabs:

- Summary – Displays identifying information about the customer and contact person, as well as details such as estimated value, potential close date, sales probability, and potential solution to the customer’s need. A quick action button is provided for creating a Sales Order from the Opportunity.
- Timeline - Stores historical notes and activities against the record. For more information, see [Timeline | EvergreenWorx](https://evergreenworx.com/docs/timeline-2/).
- Sales Orders – Displays a list of sales orders generated from the Opportunity. For more information, see [Sales Orders | EvergreenWorx](https://evergreenworx.com/docs/sales-orders/).
- Activities – Provides the capability of capturing and tracking communications related to the management of the Opportunity. For more information, see [Activities | EvergreenWorx](https://evergreenworx.com/docs/activities-2/).
- Related – Other related items, such as Record Audit History.

![](https://evergreenworx.com/wp-content/uploads/2023/02/Number3-300x300.png) Status of the opportunity record shows whether this is New, In Progress, On Hold, and Won or Lost (indicating whether it did or did not turn into a Sales order).

![](https://evergreenworx.com/wp-content/uploads/2023/02/Number4-300x300.png) Business Process Flow of the record shows the specific stages of an Opportunity’s processing. These include Identify, Develop, Propose and Close.