---
title: "Customer Profile: Quotes Section - Opportunities Tab"
url: "https://help.psarev.io/en/article/customer-profile-quotes-section-opportunities-tab"
language: "en"
last_updated: "2026-04-06T19:46:50.349Z"
---

# Customer Profile: Quotes Section - Opportunities Tab

The *Opportunities* tab in the *Quotes* section of the customer profile displays all opportunities associated with the customer. This gives you a quick view of the customer's deal history and current pipeline activity without leaving the customer profile. 'Opportunities' in Rev.io are potential deals or sales engagements associated with a customer account. They allow your sales team to track the progress of a deal from initial interest through to close, including key details such as the expected value, target close date, opportunity type, and current stage in the sales process.

![](https://cdn-assets.productfruits.com/e27a2127-f77b-4fcc-a1da-fc182f0aec37)

Each field on the *Opportunities* tab is defined below.

| No. | **Label** | *Definition* |
| --- | --- | --- |
| 1 | **Opportunity Name** | *Name of the opportunity.* |
| 2 | **Owner** | *The user responsible for managing the opportunity.* |
| 3 | **Opportunity Type** | *The type of opportunity, such as Existing Client or New Business.* |
| 4 | **Expected Amount** | *The estimated value of the opportunity in dollars.* |
| 5 | **Close Date** | *The target date for closing the opportunity.* |
| 6 | **Stage** | *The current stage of the opportunity in the sales pipeline.* |
| 7 | **Status** | *The current status of the opportunity. Status options include Open, Closed Won, and Closed Lost.* |

These actions are available on the *Opportunities* tab.

-   Add a new opportunity for the customer by clicking the **Add Opportunity** button. See the [**Add/Edit Opportunities**](https://help.psarev.io/en/article/add-edit-opportunities) article for more information.
-   Sort the results in the table by clicking the column label in the table header.
-   View the opportunity details by clicking the opportunity row. See the [**View Opportunity Details**](https://help.psarev.io/en/article/view-opportunity-details) article for more information.