Adding a New Opportunity
Use the Insert Opportunity view to specify opportunity information and add, edit, or remove products, competitors, or contacts. You can also update the opportunity currency and rate if you have Multi-Currency enabled.
To add a new opportunity:
-
Select an Account to be associated with the opportunity. Click
() to find an account.
-
Specify information in the Opportunity information
fields:
Note: Based on the Opportunities options, the value in some fields may already be specified.
- Description
- An opportunity name.
To help track opportunities, use the account name in the opportunity description.
- Account
- The account to be associated with the
opportunity. Click () to find the
account.
- Acct. Mgr.
- A person or a team within the organization
to manage the account. Click () to find the person or the
team.
- Reseller
- A reseller to associate with the
opportunity. Click () to find the
reseller.
- Est. Close
- An estimated close date for the
opportunity. Click
(), select the date, and
click .
- Sales Process
- An approved sales process to be used for
this opportunity.
Note: The Sales Process field is not displayed if the Infor CRM Advanced bundle is not installed.
- Status
- The company defines the opportunity status list. Select a status from the list.
- Type
- An opportunity type that describes the opportunity. Select a type from the list.
- Lead Source
-
Click
(), to select how the
opportunity was generated.
- Close Prob.
- Select a probability that this opportunity is closed from the list.
-
Click
() to save the opportunity and close the
view, or click
() to save the current
opportunity, and open a new opportunity.
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