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What is a Note?
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What is an Opportunity?
Opportunities Tab Page
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Live help | Cloud CRM
What is an Opportunity? An opportunity is a pending sale. Keeping track of sales opportunities helps you to build your pipeline which contributes to your quarterly forecast.

Opportunities Tab Page Use the Opportunities tab page to create, update and manage your opportunities. The Featured Opportunities section displays a list of opportunities matching a variety of criteria found in the Show drop down box. The Manage Opportunities section contains tools to create opportunities and opportunity reports.

Viewing Opportunities Opportunities are listed in the Featured Opportunities section. Using options found in the Show drop down box you can generate opportunity summaries based on a variety of criteria. Simply select one of the options from the drop down box and a summary of all opportunities matching your selection will be displayed in a few seconds. To view a listed opportunity in detail click the View link located to the left of the opportunity.

See Also: Sorting Reports and Views

Custom Opportunity Views See: Creating Custom Views

Manage Opportunities The Manage Opportunities section contains two subsections:
  • Generate Reports contains a variety of reports you can generate.
  • Quick Addition allows you to create a new opportunity.
See Also:
Generating Opportunity Reports
Creating a New Opportunity

Managing Opportunities

Creating a New Opportunity There are two ways that you can add a new opportunity. Use Quick Addition if you want to quickly add a new opportunity without entering a lot of information. Further details can be filled in at a later time. Use Detailed Addition if you want to create a new opportunity with a detailed profile.

Quick Addition
  • Choose the Opportunities tab located at the top of the page.
  • Scroll down to the Quick Addition section.
  • Enter the information for the new opportunity in the fields provided. Fields highlighted in red and marked with an asterisk are required fields. The other fields may be left blank if you wish.
  • Click the Save Opportunity button to create the new opportunity.
Detailed Addition
  • Choose the Opportunities tab located at the top of the page.
  • Click the Add Opportunity button located in the upper right region of the page.
  • Fill in your opportunity information using the Opportunity Information and Description Information sections of the form. Fields highlighted in red and marked with an asterisk are required fields. All other fields may be left blank if you wish.
  • Save your opportunity by clicking the Save or Save & New button.

    See Also: Edit, Delete or Print an Opportunity

Saving an Opportunity When you have created a new opportunity or have made changes to an existing opportunity you will be able to save the opportunity information using either of the following two methods: i. Select the Save & New button to save your new opportunity. You will then be presented with a blank form on which you can create another new opportunity.

ii. Select the Save button to save your new opportunity. This will bring you to a summary page for your new opportunity. From this page you can Edit, Delete and Print your opportunity information.

Edit, Delete or Clone an Opportunity When the opportunities are displayed on the Opportunities tab page or in a search or generated report, click the View link to view the opportunity in detail. You can then Edit, Delete or Print the opportunity.

Edit: Click the Edit button to change the information for the opportunity. Be sure to fill in all required fields. These are highlighted in red and marked with an asterisk. To save your changes click the Save or Save & New button.

Delete: Click the Delete button. You will be prompted to verify that you want to delete the opportunity. Click OK to delete the opportunity. Click Cancel to cancel the deletion.

Clone: Click the Clone button to create a copy of the opportunity. You can now change or add information to the copy if you wish. Select the Save or Save & New button to save the cloned opportunity.
See Also: Saving an Opportunity

Generating Opportunity Reports Running Reports The Generate Reports section contains a number of reports you can run. These reports have predefined search criteria. All you have to do is click a listed report in order to run it. Other opportunity reports are listed on the Reports tab. Click the Go To Reports link in the Generate Reports section or click the Reports tab at the top of the page.

Linking an Account to an Opportunity When viewing an opportunity you have the option to link the opportunity to a particular Account. This is the account from where the opportunity is coming from.
  • Click the list ( List Icon | Cloud CRM ) icon located beside the Account Name text field. A window will pop up listing a number of accounts to choose from.
  • Select an account to link to from the list. The selected account will appear in the Account Name field.
  • Your opportunity is now linked. The opportunity will also appear on the details page when viewing the account that it is linked to.

Adding a Contract to an Opportunity Use's Contract Management solution to record details about contracts associated with your opportunities. To add a contract to your opportunity:
  • Click the Opportunities tab to go to the Opportunities tab page.
  • Use options from the Show drop down box to display the opportunities you are interested in.
  • Click the View link associated with the opportunity you want to add a contract to.
  • Click the Add Contract link located in the Summary section above the opportunity details. You will be presented with a form through which you can create a new contract.
  • Fill in the Contract Information and Description Information sections of the form.
  • Once you have completed the form, click the Save or Save & New button to save the contract information. This information is now linked to the opportunity and will be visible in the Related Records section when viewing the opportunity.

Adding a Note to an Opportunity See: Notes

Adding a Task to an Opportunity See: Tasks

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