Creating and Managing Opportunities

An opportunity is an event with associated tasks for a prospect or customer. Using the CRM Opportunity forms, you can create and track activities that engage prospects and retain customers.

Before you create an opportunity and its associated tasks, set up information in these forms:
- Opportunity Sources
- Opportunity Statuses
- Opportunity Stages
- Opportunity Lost Reasons
- Opportunity Won Reasons
- Opportunity Task Types
On the Opportunities form, select Actions > New.
Specify the following information:
- The Opportunity number, or leave it blank to cause the system to specify a number when you save the record.
- A customer or a prospect. A territory displays if it has been assigned.
- (optional) A salesperson or contact to the opportunity.
- The initial status of the opportunity from the Status field.
- The percentage chance the opportunity will be won in the Est. Value
- The Projected Close Date.
Select Actions > Save to save the opportunity.
Open the Opportunity Tasks form.
Select Actions > New.
Specify the following information:
- A description of the Task Number, which is automatically assigned.
- The Type of task.
- (optional) The Status if it is something other than the default status of Open.
- A task Owner from the list obtained from the system users.
- The task's Priority.
- The Due Date for completing the task.
- (optional) The Mandatory check box to indicate that the task is required.
- (optional) The completion date.
Select Actions > Save to save the opportunity.
The system displays the task creation date in the Create Date field, as well as the ID of the person who created the task in the Created By field.

Note: Throughout the course of the opportunity, you can update the status, stage, percent of success, and completion date. You can also indicate the reason the opportunity was won or lost.