# Details

<table id="bkmrk-titel-verf%C3%BCgbar-widg" style="border-collapse:collapse;width:100%;height:67.3909px;"><colgroup><col style="width:100%;"></col></colgroup> <thead> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Title</td> </tr> </thead> <tbody> <tr style="height:37.594px;"> <td style="height:37.594px;">Number Name</td> </tr> </tbody> </table>

### General

#### Kebab menu ([![image.png](https://en.wiki.dedesales.de/uploads/images/gallery/2026-08/DSOzSi3uEaiMZWCJ-hpximage.png)](https://wiki.dedesales.de/uploads/images/gallery/2025-02/hpximage.png))


<table id="bkmrk-typ-men%C3%BCpunkt-erl%C3%A4ut" style="border-collapse:collapse;width:100%;height:416.547px;"><colgroup><col style="width:5.24434%;"></col><col style="width:31.2214%;"></col><col style="width:63.5343%;"></col></colgroup> <thead> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Type</td> <td style="height:29.7969px;">Menu item</td> <td style="height:29.7969px;">Explanation</td> </tr> </thead> <tbody> <tr style="height:29.7969px;"> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">Request master data sheet</td> <td style="height:29.7969px;">  
</td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">Close opportunity</td> <td style="height:29.7969px;">only active if the opportunity is still In progress</td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">Customer</td> <td style="height:29.7969px;">only visible if not accessed via the Customer masterdata</td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">---------------------------------------</td> <td style="height:29.7969px;">  
</td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;"> </td> <td style="height:29.7969px;">Quotations</td> <td style="height:29.7969px;"> </td> </tr> <tr style="height:35.3906px;"> <td style="height:35.3906px;">  
</td> <td style="height:35.3906px;">[Notes](https://wiki.dedesales.de/link/396#bkmrk-page-title)</td> <td style="height:35.3906px;">  
</td> </tr> <tr style="height:35.7969px;"> <td style="height:35.7969px;"> </td> <td style="height:35.7969px;">[Documents](https://wiki.dedesales.de/link/51#bkmrk-page-title)

 </td> <td style="height:35.7969px;">  
</td> </tr> <tr style="height:35.7969px;"> <td style="height:35.7969px;"> </td> <td style="height:35.7969px;">[Photos](https://wiki.dedesales.de/link/349#bkmrk-titel-verf%C3%BCgbar-widg)</td> <td style="height:35.7969px;">  
</td> </tr> <tr style="height:35.7969px;"> <td style="height:35.7969px;"> </td> <td style="height:35.7969px;">[CRM](https://wiki.dedesales.de/link/313#bkmrk-page-title)</td> <td style="height:35.7969px;">  
</td> </tr> <tr style="height:35.3906px;"> <td style="height:35.3906px;"> </td> <td style="height:35.3906px;">[Contacts](https://wiki.dedesales.de/link/336#bkmrk-page-title)</td> <td style="height:35.3906px;">  
</td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;"> </td> <td style="height:29.7969px;">[Activities](https://wiki.dedesales.de/link/344#bkmrk-page-title)</td> <td style="height:29.7969px;">Green marking if the activity belongs to the opportunity</td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;"> </td> <td style="height:29.7969px;">[New activity](https://wiki.dedesales.de/link/346#bkmrk-page-title)</td> <td style="height:29.7969px;">  
</td> </tr> </tbody> </table>


#### Header

<div drawio-diagram="1647"><img src="https://en.wiki.dedesales.de/uploads/images/gallery/2026-08/F5e1bBr9Kg2o0HVb-mwxyopopwmqbu913-drawing-9-1749205165.png" alt="MwXyOPopWmQbu913-drawing-9-1749205165.png"/></div>

1. Switches to Customer details
 

#### additional widgets

(all kebab menu entries are also available as widgets)

1. [Company](https://wiki.dedesales.de/link/297#bkmrk-page-title)
2. [Involved](https://wiki.dedesales.de/link/304#bkmrk-page-title)
3. [E-Mail](https://wiki.dedesales.de/link/580#bkmrk-page-title) — Sending an e-mail to the Contact based on a centrally stored template. From version 21.
 

#### Master data

 1. Pencil  
        a. Switches to Edit mode  
Only possible if set via &lt;Role&gt; / LEAD MANAGEMENT / "Edit opportunities".

<table id="bkmrk-feld-recht-referenz-" style="border-collapse:collapse;width:100%;"><colgroup><col style="width:33.3333%;"></col><col style="width:33.3333%;"></col><col style="width:33.3333%;"></col></colgroup> <thead> <tr> <td>Field</td> <td>Permission</td> <td>Reference</td> </tr> </thead> <tbody> <tr> <td>Name</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Status   
</td> <td>  
</td> <td>Display only, maintained in Completion</td> </tr> <tr> <td>Person in charge</td> <td>  
</td> <td>Dropdown of DeDeSales employees. When created, the current employee is automatically preselected, unless it is a test user.</td> </tr> <tr> <td>Main contact</td> <td>  
</td> <td>Dropdown of contacts of the master customer</td> </tr> <tr> <td>E-mail</td> <td>  
</td> <td>Display only</td> </tr> <tr> <td>Phone

 </td> <td>  
</td> <td>Display only</td> </tr> <tr> <td>Mobile Phone </td> <td>  
</td> <td>Display only</td> </tr> <tr> <td>FOLLOW-UP</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Priority</td> <td>  
</td> <td>Code table: Opportunities priority</td> </tr> <tr> <td>Stage</td> <td>  
</td> <td>Code table: Opportunities stage</td> </tr> <tr> <td>Sales process</td> <td>  
</td> <td>Code table: Opportunities sales process</td> </tr> <tr> <td>Expected closure \[date\]</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Sales type </td> <td>  
</td> <td>One-off / Year / Month / Quarter</td> </tr> <tr> <td>Duration</td> <td>Leadsmanagement / Specify opportunity duration</td> <td>Rename duration to the unit relevant for you, e.g. "Duration in months"</td> </tr> <tr> <td>One-off amount</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Periodic amount </td> <td>  
</td> <td>Rename period to the period relevant for you, e.g. monthly</td> </tr> <tr> <td>Campaign</td> <td>  
</td> <td>Order support - Campaign

 </td> </tr> <tr> <td>Opportunities attribute 1</td> <td>  
</td> <td>Basic configuration - Language - Enter translation - Opportunities attribute 1</td> </tr> <tr> <td>Opportunities attribute 2</td> <td> </td> <td>Basic configuration - Language - Enter translation - Opportunities attribute 2</td> </tr> <tr> <td>Opportunities attribute 3</td> <td> </td> <td>Basic configuration - Language - Enter translation- Opportunities attribute 3</td> </tr> <tr> <td>Opportunities attribute 4</td> <td> </td> <td>Basic configuration - Language - Enter translation- Opportunities attribute 4</td> </tr> <tr> <td>Opportunities attribute 5</td> <td> </td> <td>Basic configuration - Language - Enter translation- Opportunities attribute 5</td> </tr> <tr> <td>Opportunities attribute 6</td> <td> </td> <td>Basic configuration - Language - Enter translation- Opportunities attribute 6</td> </tr> <tr> <td>Opportunities attribute 7</td> <td> </td> <td>Basic configuration - Language - Enter translation- Opportunities attribute 7</td> </tr> <tr> <td>Opportunities attribute 8</td> <td> </td> <td>Basic configuration - Language - Enter translation- Opportunities attribute 8</td> </tr> <tr> <td>Opportunities attribute 9</td> <td> </td> <td>Basic configuration - Language - Enter translation- Opportunities attribute 9</td> </tr> <tr> <td>Attribute10</td> <td>  
</td> <td>Basic configuration - Language - Enter translation- Opportunities attribute10</td> </tr> <tr> <td>Created </td> <td>  
</td> <td>Display only</td> </tr> </tbody> </table>



#### Edit mode

1. Action button "Save"  
            a. Save is only possible if at least one customer exists  
            b. Save is only possible if the mandatory fields are filled in: 
    1. 1. 1. Name
            2. FOLLOW-UP
            3. Stage
            4. Sales process
 


<details id="bkmrk-faq-wie-steuere-ich-"> <summary>FAQ</summary>

 </details><details id="bkmrk-release-ab-version-1"> <summary>Release</summary>

</details>