Difference between revisions of "Sales Opportunities/How to Add an Opportunity"
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Add an Opportunity by clicking on the Sales module then the “New” button and filling in information on the “New Opportunity” dialog. | Add an Opportunity by clicking on the Sales module then the “New” button and filling in information on the “New Opportunity” dialog. | ||
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[[File:image004.gif|left]] | [[File:image004.gif|left]] | ||
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::::::::1. Click on the Sales module then the “New” button. The “New Opportunity” dialog will appear. | ::::::::1. Click on the Sales module then the “New” button. The “New Opportunity” dialog will appear. | ||
| − | ::::::::2. Fill in information about the opportunity. (The “Stage” and “Estimated Close Date” fields are im-portant because they affect the | + | ::::::::2. Fill in information about the opportunity. (The “Stage” and “Estimated Close Date” fields are im-portant because they affect the graphic analysis.) |
| − | graphic analysis.) | ||
::::::::3. Click on the “Save and Close” button to add this op-portunity. | ::::::::3. Click on the “Save and Close” button to add this op-portunity. | ||
Revision as of 17:28, 16 September 2012
Add an Opportunity by clicking on the Sales module then the “New” button and filling in information on the “New Opportunity” dialog.
- Step-by-Step
- 1. Click on the Sales module then the “New” button. The “New Opportunity” dialog will appear.
- 2. Fill in information about the opportunity. (The “Stage” and “Estimated Close Date” fields are im-portant because they affect the graphic analysis.)
- 3. Click on the “Save and Close” button to add this op-portunity.