Difference between revisions of "Sales Opportunities/How to Add an Opportunity"

Revision as of 15:25, 21 November 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 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.

@@ Line 1: / Line 1: @@
-Add an Opportunity by clicking on the Sales module then the  “New” button and filling in information on the “New Opportunity” dialog.
+. To access the Sales module click on the Sales module tab. ''The Sales screen displays a listing of your sales opportunities.''
+. Click the '''New''' button.  The “New Opportunity” dialog will appear.
-[[File:ScreenHunter_08 Sep. 25 13.47.jpg|left]]
-::::::::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.