Difference between revisions of "Sales Opportunities/How to Add an Opportunity"
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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 | + | ::::::::2. Fill in information about the opportunity. (The “Stage” and “Estimated Close Date” fields are important because they affect the graphic analysis.) |
| − | ::::::::3. Click on the “Save and Close” button to add this | + | ::::::::3. Click on the “Save and Close” button to add this opportunity. |
Revision as of 15:15, 16 November 2012
Add an Opportunity by clicking on the Sales module then the “New” button and filling in information on the “New Opportunity” dialog.
- 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 important because they affect the graphic analysis.)
- 3. Click on the “Save and Close” button to add this opportunity.