Previous Top Next
The Pocket Sales Manager keeps a few tidbits of information that are tracked automatically and cannot be directly changed but are shown in the Properties section of an Opportunity display.
Journal is a special field that can contain up to 32,767 characters and is used to store history data about the Opportunity. The icon at the side of the Journal text will change to a white, dog-eared corner over a yellow background if there is any text in the Journal.
Sales Owner is the user's name ( Tools -> User ) of the most recent editor of a sales Opportunity.
Creation Date is the date/time stamp when the sales Opportunity was originally created ( the 'born on" date). It is used in presenting the age of a sales Opportunity.
Modified Date tracks the last time a sales Opportunity was edited, changed or modified. This field is updated each time you edit a sales Opportunity. Several of the reports in the DSM present the 'last modified' date.
Revenue is a calculated figure. It is based upon three fields that are determined by your sales template: the Amount field, the Discount field, and the Quantity field.
Weighted Revenue is also a calculated field, but it only appears if the template contains a data element defined as a 'probability' field. the standard template does contain such a field. This Weighted Revenue is calculated by taking the Revenue amount and multiplying it by the percentage probability of closing the sale. For example, if we have a projected revenue of $1,640 and we have a probability of "25% - LongShot ", then the Weighted Revenue is calculated as $410 (i.e. $1,640 * 25%).
Status indicates the current Status of the Opportunity. This is the only property that can be changed in the usual fashion by clicking on the entry.