Create an Opportunity
You can create an opportunity record for a potential future project. Opportunities might come from sales leads, for example, or from discussions with existing clients.
To create an opportunity:
- On the header bar, click Activity Zone.
- In the Search Activity Zone field at the top, enter Add Opportunity.
- Click the Add Opportunity link that displays on the page.
- On the Add Opportunity window, use the Name field to enter a name for the opportunity.
- From the Organization list, select the organization that the opportunity relates to.
- From the Status list, select the status of the opportunity.
- Optional: In the Expected Close Date field, click the calendar icon, and then select the date when you expect the opportunity to close.
- Optional: In the Value field, enter an approximate value for the project.
- Click Save.
Parent Topic: How to...