Opportunities Procedures This section describes the steps you need to follow to work with sales opportunities. Related Topics:Create an Opportunity Use these steps to enter information about a potential sale. Close an Opportunity You can close an opportunity either as won or lost depending on whether it resulted in a sale or not. Once you close an opportunity, you cannot make any changes unless you reopen it. Reopen an Opportunity Once an opportunity is closed, you must reopen the opportunity to make any additional changes. Add a Contact Person Use these steps to include information about your important contacts for all your sales opportunities. Add an Employee You can assign employees to work on specific sales opportunities. Add an Event Use these steps to add important events to your opportunities throughout the sales process. Create a Budget Use these steps to copy detailed budgets from template jobs to your open sales opportunities Remove a Budget Use these steps to remove a budget from a sales opportunity. Recalculate a Budget Use these steps to recalculate the estimated budget for a sales opportunity. Attach a Document Use these steps to upload and attach documents to a sales opportunity. View a Document You can view any document listed in the Documents tab or subtab of a workspace. Parent Topic: Opportunities HomeMaconomy User Guides Web ClientCRMOpportunitiesOpportunities Procedures
Opportunities Procedures This section describes the steps you need to follow to work with sales opportunities. Related Topics:Create an Opportunity Use these steps to enter information about a potential sale. Close an Opportunity You can close an opportunity either as won or lost depending on whether it resulted in a sale or not. Once you close an opportunity, you cannot make any changes unless you reopen it. Reopen an Opportunity Once an opportunity is closed, you must reopen the opportunity to make any additional changes. Add a Contact Person Use these steps to include information about your important contacts for all your sales opportunities. Add an Employee You can assign employees to work on specific sales opportunities. Add an Event Use these steps to add important events to your opportunities throughout the sales process. Create a Budget Use these steps to copy detailed budgets from template jobs to your open sales opportunities Remove a Budget Use these steps to remove a budget from a sales opportunity. Recalculate a Budget Use these steps to recalculate the estimated budget for a sales opportunity. Attach a Document Use these steps to upload and attach documents to a sales opportunity. View a Document You can view any document listed in the Documents tab or subtab of a workspace. Parent Topic: Opportunities HomeMaconomy User Guides Web ClientCRMOpportunitiesOpportunities Procedures