Create an Opportunity

Use these steps to enter information about a potential sale.

To create an opportunity:

1. Under the CRM menu group, go to Opportunities.
2. Click + New Opportunity.
3. Enter a description of the new sales opportunity.
4. In the Currency field, select the currency from the dropdown list.
5. Enter a sales estimate.
6. Enter the probability percentage of the new opportunity to result in a sale.
7. In the Sales Date & Expected Ending Date fields, click the calendar icons to select dates.
8. In the Sales Rep. field, select a sales representative from the dropdown list.
9. In the Company field, select a company from the dropdown list.
10. In the Country field, select a country from the dropdown list.
11. Click Create.