Overview
The opportunity detail page holds everything about one lead: customer and site info, service preferences, linked quotes and jobs, and uploaded files.
Where in the app: Sidebar → Opportunities → click a row
Open: Opportunities
URL pattern: /rfqs/{opportunityId}/rfq-detail.
Page header
| Control | Action |
|---|---|
| Back | Return to Opportunities |
| Convert to Quote | Open convert flow (hidden when status is Converted) |
| User / pencil icon | Toggle between view mode and edit mode |
Customer info tab
View mode
Opportunity for {Customer}
| Section | Fields |
|---|---|
| Opportunity Reference | Reference/Title, Sales Person |
| Address | Type (Job Site, Billing, Shipping) and full address |
| Contact | Name, email, phone |
Service Details
| Field | Display |
|---|---|
| Quote type | Materials and Installation Quotes or Materials only Quotes |
| Project Description | Full text |
| Visit Required | Highlighted when on-site visit is required |
| Preferred Date to Visit | Date or dash |
| Preferred Arrival Time | Selected windows or dash |
| Quote Deadline Date | Date or dash |
Lead Generator opportunities may show a Design Preview image with a Created by Lead Generator note.
Edit mode
Same form as Create an opportunity: jobsite address picker, reference fields, service details, and Save & ... → Update Opportunity.
Related tab
Table of records linked to this opportunity and customer:
| Column | Content |
|---|---|
| Type | Quote, Job, Invoice, Sales Order, Purchase Order |
| Document # | Record number |
| Reference Name | Project or document title |
| Jobsite Address | Site when stored |
| Date | Created date |
| Amount | Dollar total |
| Status | Current status badge |
Click a row to open that document. After conversion, the new quote appears here.
This tab is similar to the customer Document history tab but scoped to records tied to this opportunity chain.
Files tab
Upload, view, and delete files attached to the opportunity (site photos, surveys, HOA documents).
Uses the same file upload component as jobs and quotes. Files saved here can carry forward when you convert to an estimate.
Delete an opportunity
From the Opportunities list, open the row actions menu and choose Delete. Confirm in the Delete Opportunity dialog.
Deletion is permanent. Converted opportunities with active quotes should be handled carefully; linked quotes may remain on the customer record.