Display the Add Opportunity Form (in Resource Management)

If the CRM application is not activated, you display this form from the Opportunity Plan Structure form. If the CRM application is activated, this form is not available. In that case, use the Opportunity form to add opportunities.

To display this form:

  1. In the Navigation pane, go to the Resource Management section and click Opportunity Plan Structure.
  2. Click + Add Opportunity in the upper-right corner of the form.

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