Opportunities Procedures
This section describes the steps you need to follow to work with sales opportunities.
- Related Topics:
- Create an Opportunity
Use these steps to enter information about a potential sale. - Close an Opportunity
You can close an opportunity either as won or lost depending on whether it resulted in a sale or not. Once you close an opportunity, you cannot make any changes unless you reopen it. - Reopen an Opportunity
Once an opportunity is closed, you must reopen the opportunity to make any additional changes. - Add a Contact Person
Use these steps to include information about your important contacts for all your sales opportunities. - Add an Employee
You can assign employees to work on specific sales opportunities. - Add an Event
Use these steps to add important events to your opportunities throughout the sales process. - Create a Budget
Use these steps to copy detailed budgets from template jobs to your open sales opportunities - Remove a Budget
Use these steps to remove a budget from a sales opportunity. - Recalculate a Budget
Use these steps to recalculate the estimated budget for a sales opportunity. - Attach a Document
Use these steps to upload and attach documents to a sales opportunity. - View a Document
You can view any document listed in the Documents tab or subtab of a workspace.
Parent Topic: Opportunities