Creating an opportunity

  1. Open an account.
  2. On the Opportunities tab, click New.
  3. Complete the form.
  4. Click Save.

    To enable automatic generation of opportunity number, contact your system administrator. Once this setting is enabled, the Opportunity Number field is set as read-only in M3 CLM Web.

    When the configured number series reaches its last number, the system will continue with the next configured number series or will not generate an opportunity number.