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