Mobile Opportunity Profile Fields

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Opportunity Profiles on Synthesis Mobile are initially populated with the standard fields listed below.

Standard fields can be disabled and custom fields can be appended to the end of the Opportunity Profile screen. However, the sequence of standard and custom fields in Synthesis Mobile profiles is not configurable.

If you would like to make changes to the defaults below, contact us at support@knowledge-architecture.com. We’ll be happy to make them for you.

One other thing to note — only populated fields will display on an individual Opportunity Profile.

Opportunity Profile Fields
Opportunity Name (required)
Client Name
Opportunity Number
Map/Address (active if the Opportunity has an address in Synthesis)
Who's Pursuing This? (required, see below for more detail)
Companies (required, see below for more detail)
Opportunity Contacts (required, see below for more detail)
Opportunity Type
Opportunity Role
Stage
Revenue
Probability
Weighted Revenue

Additional Synthesis Fields can be added here.

Description

Used for Search
Opportunity Name
Client Name

Who's Pursuing This?

The list of Employees who are connected with an Opportunity can change frequently, so this information isn't stored locally on your device. This means that you will only see the Opportunity's associated Employees when your device has an active internet connection.

Who's Pursuing This? displays Employees that are associated with the Opportunity in Deltek Vision through the Employees grid on the Opportunity's Deltek Vision record.

The exact sort order of associated employees is as follows:

  1. Employees associated with the Opportunity via the Employees Grid in Vision, with a Relationship assigned. If more than one employee meets this criteria, related employees are sorted alphabetically by last name.
  2. Employees associated with the Company via the Employees Grid in Vision, without a Relationship assigned. If more than one employee meets this criteria, related Employees are sorted alphabetically by last name.

Companies

The list of Companies with which a Opportunity is associated can change frequently, so this information isn't stored locally on your device. This means that you will only see the Opportunity's associated Companies when your device has an active internet connection.

Opportunity Contacts

The list of Contacts with which a Opportunity is associated can change frequently, so this information isn't stored locally on your device. This means that you will only see the Opportunity's associated Contacts when your device has an active internet connection.

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