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Sales Opportunities
Sales Opportunities
Show me how to:
Define what an opportunity is
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Create a new opportunity
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Understand the fields on the opportunity screen
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Understand the opportunity status icons
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Add information to an existing opportunity
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Record product interest
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Progress an opportunity
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Send a quotation from within the opportunity
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Turn a quote into an order
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Print an order
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Progress opportunities through the sales cycle to closure
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View the sales pipeline
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Run an opportunity report
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Find out what opportunities I am working on
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Create an opportunity from other contexts
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Delete and opportunity
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Create quotes and orders outside the opportunity context
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Find a quote
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Find an order
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