Creating an Opportunity from other Contexts

As well as using the New menu button to create a new opportunity, you can also create new opportunities from within My CRM. To create a new opportunity from within My CRM:

1. Select the Opportunities tab and click on the New Opportunity action button. The new opportunity gets assigned to you by default, but you can assign it to another user if you wish.
2. Fill in the opportunity details and select Save.

When you create quotes and orders outside the context of a company or opportunity, you may find it easier to track down the quote or order again by doing a search for the Quote or Order using the Find menu button or accessing your Recent List.

Go to Sales Opportunities home page...

See Also:

Creating a New Opportunity

Opportunity Fields

Lead Fields