Add an Opportunity
Use these steps to easily track past, ongoing, and future opportunities with your customers in the Opportunities tab of the Contact Company workspace.
To add an opportunity:
- Under the CRM menu section, go to Contact Companies » Opportunities tab.
- Use the search filter and/or the Search field to select a contact company.
- Click + Add Opportunity.
- Enter an opportunity number.
- Enter a description.
- In the Sales Rep. field, select an employee from the drop-down list.
- Enter the estimated value of the opportunity.
- Enter the probability percentage of the opportunity to result in a sale.
- In the Expected Closing Date field, click the calendar icon to specify the date you expect to close the opportunity.
- Click Save.
Parent Topic: Contact Companies Procedures