(@LeadID) @Subject

@CompanyName
|2176|Print| |2368|More|
@CompanyName

|1455|Opportunity|
|1457|Stage|
@Comments
|1476|Company|
|1477|Primary Contact|
@Phone1
@Cell
@Email
@AccountManagerName
@ProductName
@GLCompanyName
@ProjectTypeName
@FolderName
@Competitors
@Comments
@DivisionName
@ProductName
@Labor:n2
@OutsideCostsGross:n2({{:@OutsideCostsPerc:P}} margin)
|1460|Media Expenses|
@MediaGross:n2 ({{:@MediaPerc:P}} margin)
@SaleAmount:n2
@Probability:P
format(opportunity@SaleAmount * opportunity@Probability / 100, 'n2')
@EstCloseDate:d
@Months
@Outcome
@ActualCloseDate:d
@OutcomeComment
@DateConverted:d
|1467|Created By|
@CreatedByName at @DateAdded:t on @DateAdded:d
|1468|Modified By|
@ModifiedByName at @DateUpdated:t on @DateUpdated:d

|1469|WWP|
|1470|Current Level|
@WWPNeedSupplyComment
@WWPTimelineComment
@WWPBudgetComment
@WWPDecisionMakersComment

|2178|Custom Fields|

|7526|Opportunity Details|

  1. |1491|Specs|{{:dp@specCount}}
  2. |1492|Estimates|{{:dp@estimateCount}}
  3. |1493|Stakeholders|{{:dp@stakeholderCount}}
|7528|This enables features such as estimates, creating a schedule, files and enabling time tracking to this opportunity|
  1. |7529|Settings|
  2. |7530|Schedule|
  3. |7531|Team|
  4. |1492|Estimates|
  5. |7532|Budget|
  6. |21126|Transactions|
  7. |1491|Specs|
  8. |7533|Files|
  9. |7534|Deliverable|
  10. |1494|Conversations|
  11. |40848|Dashboard|
  12. |1493|Stakeholders|{{:dp@stakeholderCount}}
|7536|This will assign a project number|

|7537|Campaign Details|

  1. |7529|Settings|
  2. |7538|Projects and Segments|
  3. |7530|Schedule|
  4. |1492|Estimates|
  5. |7532|Budget|
  6. |1491|Specs|
  7. |7533|Files|
  8. |1494|Conversations|
  9. |40848|Dashboard|
  10. |1493|Stakeholders|{{:dp@stakeholderCount}}
|7540|This will assign a campaign ID to this|

|7533|Files|
|1489|Click the plus button to add an attachment|
  1. {{:item.FileName}}

|1494|Conversations|
|1496|There are currently no conversations for this opportunity|
|3217|There are currently no matches for this search|
  1. {{:item.Subject}}
    {{:item.AssignedUserName}}
    {{if:item.Entity === 'Meeting'}} {{if:item.AllDayEvent === 1}}
    All Day Event, {{:format(item.SortDate, 'D2')}}
    {{else:}}
    {{:format(item.SortDate, 't')}} - {{:format(item.EventEnd, 't')}}, {{:format(item.SortDate, 'D2')}}
    {{if:}} {{else:}} {{if:item.StartTime.length}}
    {{:format(item.StartTime,'t')}} - {{:format(item.EndTime,'t')}},
    {{if:}}
    {{:format(item.SortDate, 'D2')}}
    {{if:}}
    {{if:item.UnreadCount === 0 }}
    {{:formatValue('count', item.ReplyCount,' Replies')}}
    {{else:}}
    {{:formatValue('count', item.UnreadCount,' Unread')}}
    {{if:}} {{if:item.IsFavorite === 0 }}
    {{if: u.obn(item.VisibleToClient) > 0}} {{if:}}
    {{else:}}
    {{if: u.obn(item.VisibleToClient) > 0}} {{if:}}
    {{if:}}
    {{:item.Subject}}
    {{:item.AssignedUserName}}
    {{if:item.Entity === 'Meeting'}} {{if:item.AllDayEvent === 1}} All Day Event, {{:format(item.SortDate, 'D2')}} {{else:}} {{:format(item.SortDate, 't')}} - {{:format(item.EventEnd, 't')}}, {{:format(item.SortDate, 'D2')}} {{if:}} {{else:}} {{if:item.StartTime.length}} {{:format(item.StartTime,'t')}} - {{:format(item.EndTime,'t')}}, {{if:}} {{:format(item.SortDate, 'D2')}} {{if:}}
    {{if:item.DateCompleted}}
    Completed: {{:format(item.DateCompleted,'d')}}
    {{if:}} {{if:item.ContactName !== ""}}
    Contact: {{:item.ContactName}}
    {{if:}}
    {{:format(item.Notes, 'flex')}}
      {{for:item.conversationAttachments:attachment:idx}}
    • {{if:attachment.preview}}
      {{:attachment.preview}}
      {{else:}}
      {{if:}}
      {{:attachment.FileName}} ({{:format(attachment.Size,'bytes')}})
      • {{for:}}
    {{if:item.EmailCount}}
    |41009|Emailed to:| {{:item.EmailList}}
    {{if:}}

|2180|Edit Custom Fields|

|1497|Edit Details|

|1501|Edit WWP|

|1502|Need = Supply (Level 2)|
|1503|Has a Timeframe (Level 3)|
|1504|Has a budget (Level 4)|
|1474|Decision Makers|

|1505|Edit Opportunity|

|1455|Opportunity|

|1513|AGI|
@AGI:n2

|1463|Outcome|

|7543|Project|

|36719|Project Status: Closed|
|36720|Project Status: Open|
|36209|All Open Orders will be closed|
|36210|All Open Transactions will be marked as billed|
|36211|All Projects will be closed with the inactive project status code selected|
|36212|Projects will not be closed or mark billed if there is unapproved time|

|27475|Detail|

|1514|Status|

|1493|Stakeholders|

|1518|Add your first stakeholder|

|1519|There are currently no stakeholders. Providing a stakeholder allows for a more personalized interaction when discussing potential opportunities.|
@UserName @UserName

|3219|Edit Stakeholder|

|1491|Specs|

|1488|add|
  1. {{:item.Subject}}

|1492|Estimates|

|2181|There are currently no estimates for this opportunity|
  1. {{:item.EstimateName}}
    {{:format(item.EstimateDate, 'D')}}

|1639|Level History|

|39059|Date|
|39060|Level|
  1. {{:format(item.LevelDate,'d')}}
    {{:item.LevelDescription}}

|7541|Set Type|

   

|41113|Billing Options|

|36208|Close Opportunity Project|

|36209|All Open Orders will be closed|
|36210|All Open Transactions will be marked as billed|
|36211|All Projects will be closed with the inactive project status code selected|
|36212|Projects will not be closed or mark billed if there is unapproved time|