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.
Creating an Opportunity
You have been in frequent contact with Ms.
Doe at Acme, working on a pending business deal. It is a good
idea to track the progress of this opportunity.
- Go to the Accounts tab page and select
an appropriate view in order to display the Acme account.
- Click the Acme account to go to the account details page.
- Scroll down to the Opportunities section
and click the Add Opportunity button.
- The Account Name is already set to Acme.
Just fill in the rest of the opportunity details and click
Save.
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