Opportunity Management reference

concept australia Updated Sep 10, 2026 1 min read opportunity-management-reference.md
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Reference topics provide additional information about the Opportunity Management application.

  • Components installed with Opportunity Management
    Several types of components are installed with activation of the Opportunity Management plugin, including user roles and tables.
  • Opportunity details form
    Field descriptions for editing or reviewing details on the Opportunity form for Opportunity Management.
  • Create new appointment form
    Field descriptions for editing or reviewing details on the Create New Appointment form in the CRM Touchpoints and Opportunity Management modules.
  • Create new opportunity task form
    Field descriptions for editing or reviewing details on the Create New Opportunity Task form in CRM Touchpoints and Opportunity Management modules.

Parent Topic:Sales automation reference

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