Customer Profile: Opportunities Tab
The Customer Profile screen contains relevant details for the selected customer. Fields shown in the profile can vary based on the data entered on customer creation or over time. If a field is left blank while editing the customer profile, it will not appear in the customer profile section. The Opportunities tab contains general information for managing opportunities for the customer, including quotes.
Areas on the Customer Profile
For information on other areas of the Customer Profile screen, see the related articles.
- Customer Profile: Header
- Customer Profile: Overview Tab
- Customer Profile: Servicing Tab
- Customer Profile: Billing Tab
- Customer Profile: Quick Actions
- Customer Profile: Stage
Tabs in the Opportunities Section
For information on tabs in the Opportunities section of the Customer Profile screen, see the related articles.