Add an Opportunity
- From the contact record, click the Actions button and select Add Opportunity
- The pop-up will open and you are ready to create your sales opportunity.
NOTE: Avoid adding extra characters such as dollar signs ($), commas (,) or anything other than numbers where numbers should go.
- You can add as many products as you want to create a total opportunity. After each product that you add, will want to select the Add Product button.
- After you have finished you will then select the Create Opportunity button in the pop-up
It's important to note that you will want to first create your specific sales stages by going to the Admin and selecting the Sales Module link which is found under the Manage Modules section.
With your sales stages loaded you are now ready to click on the drop-down menu next to the Stage field
This is something that you will want to customize by going to the Admin and selecting the Sales Module link which is found under the Manage Modules section.