Adding a New Opportunity

Use the Insert Opportunity dialog box to enter opportunity information and to add, edit, or remove products, competitors, or contacts. You can also update opportunity currency and rate if you have Multi-Currency enabled.

To insert a new opportunity

On the New menu, click Opportunity.
Account - Click the Find button to find the account to be associated with the opportunity.
Enter information in the Opportunity information boxes.

Based on your Opportunity Options, some boxes may already be completed.

Description - Enter a name for the opportunity.
Account - Click the Find button to find the account to be associated with the opportunity.
Acct. Mgr. - Click the Find button to find the person or team within your organization that manages the account.
Reseller - Click the Find button, to select a reseller that is associated with the opportunity.
Est. Close - Click the Calendar/Time button, select the date that the opportunity is estimated to close, and then click OK.
Sales Process - Select an approved sales process to use for this opportunity.

The Sales Process box will be unavailable if the SalesLogix Advanced bundle is not installed.

Status - Your company defines the opportunity status list. Click the ellipsis button, and select a status from the list.
Type - Click the ellipsis button, and select a type that describes the opportunity from the list.
Lead Source - Click the Find button, to select how the opportunity was generated.
Close Prob. - Click the ellipsis button, and then select the probability that this opportunity will be closed from the list.

Add any products, competitors, or contacts.
Click Update to save the opportunity and close the view, or click Save & New to save the current opportunity, and then open a new opportunity.

Use the Snapshot on the Opportunity Detail view to add a sales potential.