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Secret ingredients to quality software

Data Entry - Do you know how to create new Opportunities?

Last updated by Ulysses Maclaren on 29 May 2014 08:05 am (over 7 years ago) See History

You need to know what's in the sales pipeline, and the way to do that is by entering a potential sale and it's value. ** **

Note: In order to enter new Opportunities into CRM, the company the Opportunity belongs to must already exist.

Sales Opportunities
Figure: In CRM 2013, click on Sales | Opportunities

NewOpportunity
Figure: Click New, enter the Opportunity, especially the $ value and the chance of success

Adam CoganAdam Cogan
Ulysses MaclarenUlysses Maclaren

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