The first tab of Lead / Opportunity is the tab Overview
The fields in this tab are grouped under the following sections:
- General Data
- Code -The Code of the Lead / Opportunity
- Name - Business Partner name
- Business Partner Type - Company or Private
- Mobile Phone - BP's Mobile Phone
- Telephone 1 - BP's Telephone 1
- Federal Tax ID - BP's Tax ID
- Email - BP's Email
- Currency - BP's currency
- Last Audit Date - The last date of Audit
- Last Audit User - The name of user performed the last Audit
- Cost Center - Select the cost center
- Order Payer - The name of BP who pays the order
- Contact Person Contact Person Information
- Title - The title field takes the values Dr, Miss, Mr, Mrs and Prof
- Email - CP's email
- First Name - CP's First Name
- Mobile Phone - CP's Mobile Phone
- Middle - CP's Middle Name
- Telephone 1 - CP's Telephone 1
- Last Name - CP's Last Name
- Position - CP's Position
- Addresses
- Bill To - The address that the bill will be sent
- Ship To - The address that the vehicle will be delivered
- Sales Persons
- Current Sales Person - Sale Person's name who created the Lead / Opportunity
- Previous Sales Person - Previous Sales Person who created the Lead / Opportunity with Same |BP
- Further Information
- Creation Date - The creation Date of the Lead / Opportunity
- Update Date - The update Date of the Lead / Opportunity