Add an Opportunity

Use the Add Opportunity form to add a new opportunity in iAccess.

Alternative: If your firm has implemented the GovWin IQ integration for iAccess and you are a GovWin IQ user, you can also add opportunities by importing them from GovWin IQ into iAccess.

To add a new opportunity, complete the following steps:

1. Click to go to the Opportunities area.
2. Click + Add Opportunity next to the Find opportunity field to display the Add Opportunity form.

   This option is only available if you have the access rights that are required to add records.

3. If you want to create a Kona space for the opportunity to support collaboration, select Create Kona Space.

   This option is only available if your firm has implemented the Kona Business integration for iAccess and you are a member of the Kona Business account.

4. If automatic numbering is not enabled for opportunities in Ajera CRM, you can enter an ID in OPPORTUNITY ID, but that is not required. If automatic numbering is enabled for opportunities, iAccess will assign the ID for you. (If the OPPORTUNITY ID field is not disabled, you have the option to enter an ID yourself rather than use the automatically generated ID.)
5. In NAME, enter a name or other identifier for the opportunity.
6. In the other fields, enter additional information about the opportunity.
7. To save the opportunity, click on the Add Opportunity toolbar.