Create a New Opportunity Record on the Opportunities Tab

When you create a client record or contact record, you may become aware that you need to specify an opportunity that does not yet exist in your database. If this happens, you can create a new opportunity record via the Opportunities tab.

If Ajera CRM detects possible duplicate records during this procedure, the Potential Duplicate Records Found dialog box displays. This dialog box lists any existing record that already has the identifier that you are trying to use for a new record.

To create a new opportunity record on the Opportunities tab, complete the following steps:

1. On the Opportunities tab of the Client Info Center form or the Contact Info Center form, click New. Ajera CRM opens a blank opportunity record in a separate browser window.
2. Enter opportunity information, and specify a unique identifier for the new record.
3. Click Save to save the new record. Ajera CRM closes the separate browser window, creates a new opportunity record, and adds the opportunity's name and related information to the Opportunities tab.
4. Specify the role of the client or contact and enter a description for the role.
5. Click Save to save your entries on the Opportunities tab.

Postrequisite: After you create the new record, you must use the Opportunity Info Center to modify it.