Opportunities can be added to either an account or to a specific contact within an account. Any opportunities added to a contact can still be viewed when displaying the opportunities for an account, but when viewing the opportunities for a specific contact only the opportunities for the selected contact will be displayed.
To add a new opportunity, select either the Account Name or a Contact Name where you wish to have the new opportunity assigned.
If you selected an account name, the program presents the Account Detail View. The Account Detail View has four (4) views that are also available: Activities, Notes, Opportunities, and Contacts. These views display only the information related to the selected account.
If you selected a contact name, the program present the Contact Detail View. The Contact Detail View has three (3) views that are available: Activities, Notes, and Opportunities. These views display only the information related to the selected contact.
If the view is not already displaying the opportunities for the account or contact, simply click the Opportunities Button. Once the opportunities view has been selected, click the New link. A screen similar to the one shown below will be displayed:
Enter a name for the Opportunity.
[Do not use an & (ampersand) or ' (single quote) in the name of an Opportunity]
Enter a percentage representing the probability the opportunity could produce sales or business revenue.
Enter a description for the source of the opportunity, if desired.
Class - Opportunity Type and Opportunity Stage
Enter the Type, or click the icon and select from the listing of opportunity types. For example, a 'new account' or 'take from competitor' etc. Next, enter the current stage of the opportunity, or click the icon and select it from the list. For example. 'submitted proposal' or 'negotiating contracts' etc.
Enter an expected close date, or select a date from a calendar by clicking the calendar button to the right of the field.
Next, enter the anticipated sales or business revenue amount that the sales opportunity is expected to produce.
This can be left blank for now. Later, you can update the fields with the actual information once the opportunity becomes a reality.
Enter any comments about the opportunity.
To save the entries for the new opportunity, select Finish.
Select Cancel if you wish to discard your entries.
Your system administrator can maintain and customize the available options for the opportunity classes, such as Type and Stage in order to match those used by your company. These lists are maintained in the Setup Area.