Add a New Opportunity Record

Use the Opportunity Info Center to create new opportunity records. Each opportunity record must have a unique identifier.

If Vision detects possible duplicate records during this procedure, the Potential Duplicate Records Found dialog box displays. This dialog box lists any existing record that already has the identifier that you are trying to use for a new record.

To add a new opportunity record, complete the following steps:

1. From the Vision Navigation menu, click Info Center > Opportunities.
2. Click New and select New Opportunity to open a new opportunity record.
3. In the Name field on the General tab, enter a unique identifier for the opportunity and then specify the remaining opportunity information, on all tabs.
4. Click Save.