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 Manager.
- A person or a team within the organization
to manage the account. Click () to find the person or the team.
- 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 checkbox to exclude it from forecasts.
- Reseller
- A reseller to associate with the
opportunity. Click () to find the reseller.
- Type
- An opportunity type that describes the opportunity. Select a type from the list.
- Lead Source
- Click (), to select how the opportunity was
generated
- Status
- The company defines the opportunity status list. Select a status from the list.
- Estimated Close
- An estimated close date for the opportunity. Click
(), select the date, and click . - Close Probability
- 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.