Sales Management Opportunities New Opportunity

Create a New Opportunity

Once a new Prospect has been saved, the Opportunity form will be available for data entry.  For detailed information about the Opportunity data entry fields and options, refer to the topic Opportunities Form Definitions.

To create a new Opportunity follow the instructions listed below.

1.  Once a Prospect record is open, press the Opportunities button from the Prospect toolbar.

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2.  The Opportunities form will be displayed.  Press the New button located at the bottom of the form to begin entering a new Opportunity record.

3.  Enter information and/or make selections from drop-down lists according to your company policy and procedures.  When finished, press the Save button located at the bottom of the form.  The Opportunity saved will be added to the Opportunity List.

To enter additional Opportunities, repeat steps 2 and 3.

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