Add an Opportunity

Use these steps to easily track past, ongoing, and future opportunities with your customers in the Opportunities tab of the Contact Company workspace.

To add an opportunity:

1. Under the CRM menu section, go to Contact Companies » Opportunities tab.
2. Use the search filter and/or the Search field to select a contact company.
3. Click + Add Opportunity.
4. Enter an opportunity number.
5. Enter a description.
6. In the Sales Rep. field, select an employee from the drop-down list.
7. Enter the estimated value of the opportunity.
8. Enter the probability percentage of the opportunity to result in a sale.
9. In the Expected Closing Date field, click the calendar icon to specify the date you expect to close the opportunity.
10. Click Save.