Use these steps to enter information about a potential sale.
To To create an opportunity:
-
Under the CRM menu section, go to
Opportunities.
-
Click
+ New Opportunity.
The New Opportunity wizard displays.
-
Enter a description of the new sales opportunity.
-
In the
Currency field, select the currency from the drop-down list.
-
Enter a sales estimate.
-
Enter the probability percentage of the new opportunity to result in a sale.
-
In the
Sales Date & Expected Ending Date fields, click the calendar icons to select dates.
-
In the
Sales Rep. field, select a sales representative from the drop-down list.
-
In the
Company field, select a company from the drop-down list.
-
In the
Country field, select a country from the drop-down list.
-
Click
Create.