21.3. Using Opportunities

This section describes ways to use the Opportunities application effectively.

21.3.1. Creating a New Opportunity

This screen allows you to enter all the details associated with a new Opportunity such as the account name, the stage the opportunity is in, the probability of the opportunity, the estimated revenue from the opportunity, etc. The administrator can add User-Defined Fields to appear at the bottom part of this screen, allowing for additional Opportunity information to be entered.

  1. To create a new Opportunity, click on New Opportunity on the button bar within Opportunities.

  2. The New Opportunity screen allows you to enter the details for an Opportunity.

  3. Enter the Opportunity information. You can choose the Type, Account Name, Stage, and Currency Type of the opportunity from the drop down lists. Fields with an asterisk * are required to be filled in to save the opportunity.

  4. Click Save when you have finished entering information in the fields.

See Also:

Bulk Options

Editing Opportunities

Searching and Filtering Opportunities

Creating Reports

Shared Items

Opportunity Tags