Difference between revisions of "Sales Opportunities/How to Add an Opportunity"
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| − | 1. To access the Sales module click on the Sales module tab. ''The Sales screen displays a listing of your sales opportunities.'' | + | 1. To access the '''Sales''' module click on the Sales module tab. ''The Sales screen displays a listing of your sales opportunities.'' |
| − | 2. Click the '''New''' button. The | + | 2. Click the '''New''' button. ''The New Opportunity dialog displays.'' |
| − | + | 3. Enter information about the opportunity, including. The '''Stage''' and '''Estimated Close Date''' fields are important because they affect the graphic analysis. | |
| − | + | 4. Click on '''Save and Close''' button to add this opportunity. | |
| + | |||
| + | |||
| + | Return to '''[[Sales Opportunities]]''' | ||
Latest revision as of 13:07, 2 December 2012
1. To access the Sales module click on the Sales module tab. The Sales screen displays a listing of your sales opportunities.
2. Click the New button. The New Opportunity dialog displays.
3. Enter information about the opportunity, including. The Stage and Estimated Close Date fields are important because they affect the graphic analysis.
4. Click on Save and Close button to add this opportunity.
Return to Sales Opportunities