Adding a new Opportunity

To add a new opportunity:

  1. Click Opportunities in the navigation pane. The Opportunities list page is displayed.
  2. Select Opportunity from the Quick Add menu. The Add New Opportunity window is displayed.
  3. Specify this information:
    Account
    The name of the account linked to the opportunity.
    Owner
    The name of the owner linked to the opportunity.
    Account Manager
    The name of the user who is responsible for the account linked to the opportunity.
    Opportunity
    The name of the opportunity. This can be completed automatically if your administrator has implemented the Opportunity Description convention.
    Note: You must have appropriate permission to modify this information.
    Estimated Close
    The date by when the opportunity is expected to be closed.
  4. Click Submit.
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