How Can We Help?
Creating a new Opportunity
Step One
Create a new Opportunity
⦁ Opportunities can be generated from Lead Management Details Screen by clicking on “Opportunity”.
Step Two
These can also be created from the “Opportunities” tab in “Lead Management” or “Customer Management”.
Step Three
Enter the required information under “Details”
⦁ “Deal Name” is auto-filled with the Lead/Customer Name.
⦁ Enter the estimated probability of sale.
Step 3:
⦁ Enter the estimated revenue for the “Opportunity”
⦁ Enter a “Type” and/or “Brand” if necessary.
⦁ Estimated prices can be set beforehand but the user can change the estimated price by editing the “User Price” column.
Step Four
Save the Opportunity.
