Creating a New Opportunity

To create a new opportunity:

1. Find the prospect. If they are new to your database, you first need to create a new company.
2. Click on the hyperlink of the company, and select the Opportunities tab.
3. Click on the New Opportunity button, and add all the information you are aware of at this stage to the opportunity details.

4. Select the Save button.

The new opportunity is displayed as the current context showing the Opportunity Summary page. You can right-click on or hover over the New menu button and select Task to schedule the follow-up call for next week. You will notice that the task is automatically linked to the opportunity in the About field.

Go to Sales Opportunities home page...

See Also:

Opportunity Fields

Adding Information to an Existing Opportunity