Opening an Opportunity

You can access information related to an opportunity.

  1. List the opportunities. See Opportunities Page.
  2. Click the name of an opportunity.

    Category Name

    Description

    For More Information

    (name)Click the name to show the properties for the opportunity.Opportunity Properties Page

    Attachments

    Lists documents that have been attached to the opportunity.

    Note: When you remove an attachment: If a document is connected to only one object and it is in the "Released" state, it gets disconnected from the parent and remains in the database. A document in any other state gets deleted from the database.

    Collaboration and Approvals User's Guide: Documents and Content

    Discussions

    Lists discussion threads for the opportunity.

    Collaboration and Approvals User's Guide: Discussions

    History

    Shows a log of all the actions that have occurred for the opportunity.

    3DEXPERIENCE Basics: Viewing History for Content

    Lifecycle

    Shows the lifecycle for a opportunity and indicates the current state for this opportunity.

    Opportunity Lifecycle
    PeopleAssignees lists the people assigned to work the opportunity.Opportunity Assignees
    Sharing makes an opportunity visible (with or without authoring access) to individual users, organizations, or members of collaborative spaces.3DEXPERIENCE Basics: Sharing Page

    Routes

    Lists routes created for the opportunity.

    Collaboration and Approvals User's Guide: Routes
    Resolved By Lists projects that resolve the opportunity, along with the ability to add and remove resolving projects. Opportunity Resolution Projects