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Thursday 31 December 2015

What is Opportunity

Opportunity is any potential revenue generated event

create an opportunity


Locate Contact

Locate Contact
Locate the contact you would like to create an opportunity for and click on it in order to view details.

Create Opportunity

Create Opportunity
Click on the New Opportunity button to create a new opportunity for the account associated with the contact.

Fill in Opportunity details

Fill in Opportunity details
Fill in the Opportunity details.

Save

Save
Click Save when you have finished filling in all of the details.

The Result

The Result
You now have a new Opportunity for the account.

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