Adding a new opportunity

Use the Insert Opportunity view to specify opportunity information and add, modify, or remove products or competitors. You can also update the opportunity currency and rate if you have Multi-Currency enabled.

Note: Contacts are automatically associated with the opportunity based on the Default Contact(s) selection on the Opportunities tab in the Options window. You can manage opportunity contact associations on the opportunity detail view once an opportunity is created.

To add a new opportunity:

Select Opportunity from the New menu.
Select an Account associated with the opportunity. Click Search to find an account.
Specify this information in the Opportunity information fields:

Note: Based on the Opportunities options, the value in some fields are already specified.

Description

The name of the opportunity.
Use the account name in the opportunity description to track the opportunities.

Status

The opportunity status list of the company. Select a status from the list.

Reseller

The name of the reseller associate with the opportunity. Click Search to find the reseller.

Estimated Close

The estimated close date for the opportunity.
Note: You can click Calendar, select the date and click OK.

Account Manager

A person or a team within the organization to manage the account.
Note: You can click Search to find the person or the team.

Type

An opportunity type that describes about the opportunity. Select a type from the list.

Close Probability

Select a probability that this opportunity is closed from the list.

Add to Forecast

Indicates whether this opportunity must be included in forecast reports. Select the check box to include the opportunity in forecast calculations or clear the check box to exclude it from forecasts.

Lead Source

Click the arrow to select how the opportunity is generated.

Campaign

Click the arrow to select from a list of active campaigns.
Add any products or competitors.
Click Save to save the opportunity and close the view, or click Save & New to save the current opportunity, and access a new opportunity.

Note: Use the Snapshot in the Opportunity detail view to add a sales potential.