Locating the Opportunity Summary Page
If you click into any opportunity in your pipeline, you will land on the opportunity's Summary page.
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Editing the Summary Template
To customize the layout of the Summary page:
Click Edit summary template in the top right corner.
Editing Existing Sections
To modify an existing section:
Click Edit on any section.
Adding a New Section
To create a new section:
The Add a section text box and Add Section button at the top of the Summary page.
Adding Custom Fields
To add a custom field:
Click Edit summary template, then click Edit on a section.
Click Add field.
Reordering Sections and Fields
You can drag and drop sections or fields to rearrange them.
Exiting Edit Mode
Once finished, click Exit edit mode.
Using the Legacy Summary View
To switch to the original Summary layout:
Click Use legacy summary.
Returning to the New Summary View
To switch back to the new Summary layout:
Click Use new summary.
Summary
The Opportunity Summary page allows you to:
View opportunity details
Customize layout
Add custom fields
Organize sections
Support your capture and proposal workflows














