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When you click on an opportunity in the opportunities list, a sidebar opens from the right side of the screen. This is the compact view of the opportunity record. You can also expand it into a full-screen view for more space.

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Compact view

The compact view is a sidebar that opens on the right side of the opportunities list page when you click on an opportunity. The top of the sidebar displays the opportunity’s key identifying information:
  • Opportunity name
  • Company name
The header also includes the following actions:
  • View company — Click this button to open the associated company record.
  • Salesforce icon — Click the button to open the opportunity record directly in Salesforce

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Overview tab

The Overview tab provides a summary of the opportunity’s field values and related company information, organized into the following sections: Opportunity details Displays the opportunity’s core deal information:
  • Name
  • Amount
  • Stage (shown as a badge, e.g., “Discovery / Qualification”)
  • Close Date
  • Probability
  • Type
  • Lead Source (shown as a badge, e.g., “Outbound”)
  • Owner
Company details Displays information about the company the opportunity belongs to:
  • Company Name
  • Industry
  • Website
  • Number of Employees

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Details tab

The Details tab shows a complete breakdown of every field value on the opportunity, organized by field category. The fields are organized into the following categories:
CategoryDescription
Opportunity DetailsStandard opportunity fields including Name, Close Date, Stage, Probability, Lead Source, Owner, Is Closed, Is Won, Forecast Category, Fiscal period, and Fiscal Quarter.
Custom Opportunity FieldsCustom fields you have created for the opportunity object in your workspace.
You can:
  • Search fields: Use the search bar at the top to find a specific field by name.
  • Toggle empty fields: Click Show empty fields to control whether fields that have no value are displayed or hidden.

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Relationships tab

The Relationships tab shows the Opportunity Contact Roles (OCRs) for this opportunity. This signifies contacts that have been assigned to this deal. Each row in the relationships table displays:
ColumnDescription
ContactThe name of the contact assigned to this opportunity.
RoleThe contact’s role on the opportunity (e.g., Decision Maker, Influencer, Economic Buyer).
PrimaryWhether the contact is the primary contact for this opportunity.
For a detailed explanation on OCRs, see Opportunity Contact Roles.

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Full-screen view

Click the expand button (double-arrow icon) in the top-right corner of the compact sidebar to open the opportunity in full-screen view. The full-screen view provides the same information and functionality as the compact view, just with a more spacious layout for reviewing field values and contact relationships. To navigate back to the opportunities list, click the Opportunities breadcrumb at the top of the page.

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Editing an opportunity

You can edit an opportunity directly from both the compact view and the full-screen view. Click on any field value to modify it inline. The field becomes editable, and your changes are saved when you click away or press Enter.