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Entering a new opportunity

May 20, 2010

So you’ve found potential sale?  Good for you!  You’ll want to enter the potential sale into your database as an opportunity.

An opportunity is a record that contains information about a sale with a contact or account in your system.

Step-by-Step Instructions

  1. Click Sales on the Navigation Pane, and then click Opportunities.
  2. Click the New button on the toolbar.
  3. Enter information about your opportunity and click Save and Close.

Tips & Tricks

  • When creating a new opportunity, you can add products from the product catalog by clicking the Products option on the left.
  • An opportunity’s dollar value can be automatically calculated based on the products selected and the price list chosen.  Or, you can manually write-in a dollar amount.

 

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