Sales Management Opportunities Opportunity Form Definitions

Definitions of the Opportunity Form (continued)

Opportunity Function Buttons

At the bottom of the Opportunity form are several function buttons; each of these buttons will be described below.

Resolve - Depending on whether the sale was closed or lost, this function button is used to either turn the Prospect/Opportunity into a Customer or to close and inactivate the Opportunity and Prospect.

Save - This button is used to save the information of a new or edited Opportunity.

New - Pressing this button will clear the Opportunity fields to begin entering information for a new Opportunity.

Remove - This button is used to Remove (delete permanently) an Opportunity record.

 

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