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

Last updated by Ulyssesmaclaren almost 10 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

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

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