---
sourceDocument: Australia Sales Customer Relationship Management
sourceDocumentLink: https://www.servicenow.com/docs/r/australia/order-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Opportunity form in Outlook add-in

# Opportunity form in the ServiceNow CRM for Outlook add-in {#ariaid-title1}

Release version: Australia  
Updated March 12, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Field descriptions for viewing or editing an opportunity record from the ServiceNow CRM for Outlook add-in.
{#opportunity-fields-outlook__opportunity-fields-table__entry__2}

| Field | Description |
|-|-|
| Number | System-generated unique identifier for the opportunity record starting with the prefix OPTY. |
| Short Description | Brief summary of the opportunity. |
| Sales Cycle Type | Type of sales cycle for this opportunity. The available options are: * NEWCUST * RENEW * UPSELL {#opportunity-fields-outlook__ul_a5r_ynx_h3c} |
| Industry | Industry associated with the opportunity. The available options are: * Manufacturing * Healthcare * Technology Services * Banking * Bio-Technology * Telecommunications {#opportunity-fields-outlook__ul_vrw_f4x_h3c} |
| Account | Account associated with the opportunity. You can use the search icon to find an existing account. |
| Stage | Current stage of the opportunity in the sales pipeline. The available options are: * Qualify * Develop * Propose * Negotiate * Closed - Won * Closed - Lost {#opportunity-fields-outlook__ul_azh_k4x_h3c} |
| Estimated Deal Size | Estimated monetary value of the opportunity. Includes currency selection. |
| Owner | Sales representative responsible for the opportunity. |
| Opportunity Group | Group or team associated with managing the opportunity. |
| Probability % | Likelihood of closing the opportunity, expressed as a percentage. |
| Description | Optional description of the opportunity. |
[ ]

{#opportunity-fields-outlook__opportunity-fields-table}
**Related tasks**   

* [Associate an email with an existing CRM record](https://www.servicenow.com/docs/md0UwwSeOTKC_YhN2WJ3hw "Link an email to an existing lead, account, contact, or opportunity record directly from Microsoft Outlook. Associating emails with CRM records helps maintain a complete engagement history without having to switch between applications.")