Create a New Opportunity

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Module:  Marketing    

Applet:  Opportunities    

 


Description: How to create a new opportunity.

Step 1 - Click the New button located on the toolbar.

Pers_Opp_CreateNew1

 

Step 2 - After clicking on the New button, a New Opportunity box will pop up. Fill out the tabs as described in the Opportunities section of this manual.

 

Pers_Opp_CreateNew2

 

Step 3 - After completing the tabs, click Save and the opportunity will display in the Opportunities grid.