Opportunity Management reference Release version: Australia Updated March 12, 2026 1 minute to readReference topics provide additional information about the Opportunity Management application. Components installed with Opportunity ManagementSeveral types of components are installed with activation of the Opportunity Management plugin, including user roles and tables.Opportunity details formField descriptions for editing or reviewing details on the Opportunity form for Opportunity Management.Create new appointment formField descriptions for editing or reviewing details on the Create New Appointment form in the CRM Touchpoints and Opportunity Management modules.Create new opportunity task formField descriptions for editing or reviewing details on the Create New Opportunity Task form in CRM Touchpoints and Opportunity Management modules.
Opportunity Management reference Release version: Australia Updated March 12, 2026 1 minute to readReference topics provide additional information about the Opportunity Management application. Components installed with Opportunity ManagementSeveral types of components are installed with activation of the Opportunity Management plugin, including user roles and tables.Opportunity details formField descriptions for editing or reviewing details on the Opportunity form for Opportunity Management.Create new appointment formField descriptions for editing or reviewing details on the Create New Appointment form in the CRM Touchpoints and Opportunity Management modules.Create new opportunity task formField descriptions for editing or reviewing details on the Create New Opportunity Task form in CRM Touchpoints and Opportunity Management modules.