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:

  1. Select Opportunity on the New menu.
  2. Select an Account associated with the opportunity. Click Search to find an account.
  3. Specify information in the Opportunity information fields:
    Note: Based on the Opportunities options, the value in some fields may already be 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. Click Calendar, Select the date, and Click OK.
    Account Manager
    A person or a team within the organization to manage the account. ClickSearch to find the person or the team.
    Type
    An opportunity type that describes 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 checkbox to exclude it from forecasts.
    Lead Source
    Click the drop-down arrow to select how the opportunity is generated.
    Campaign
    Click the drop-down arrow to select from a list of active campaigns.
  4. Add any products, competitors, or contact.
  5. Click Save to save the opportunity and close the view, or click Save & New to save the current opportunity, and open a new opportunity.
    Note:  Use the Snapshot on the Opportunity Detail view to add a sales potential.
Related topics