Difference between revisions of "Sales Opportunities/How to Add an Opportunity"
From Commence CRM-Help
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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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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. | ||
Revision as of 09:54, 14 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.