Create a New Opportunity
Click the icon in the navigation bar.
In 'Opportunity search' window, click the Add Opportunity button.
Figure 1.0: Add Opportunity button
Your window may not show any records on first usage.
The 'New Opportunity' form displays.
New opportunity form has two tabs as mentioned below.
General Information:Contains opportunity's basic information like opportunity name, company name, etc.,
Activity: Displays various activities associated with the opportunity. This includes a timeline view showing call logs, e-mail conversation associate with the opportunity.
To view the opportunity search in the left-side view port, click the re-sizer icon.
Figure 1.1: New Opportunity form
In the General Information tab, you will see the following two sections that required to fill.
General information
In this section, fill the basic details of the opportunity like opportunity name, and contact etc., as shown below.
Figure 1.2: General info
Opportunity Name: Provide the unique opportunity name in the textbox.
Description: Key in the short description in the textbox.
Company: Select the company name from the dropdown for which the opportunity is being created.
Contact: After selecting the company, by default, system auto-populates the primary contact of the company. However, you can also select any other contact which is being added against the selected company.
Type: Select the type of business from the dropdown.
Existing Business: When the customer is a already doing business with you.
New Business: When the customer is a new one for you.
Close Date: Input the due date of the opportunity.
Stage: Select the phase of the opportunity from dropdown.
Qualification: When both the parties involved are assessing if they should go ahead with the deal or not.
Demo: When a demo is conducted against the opportunity.
Negotiation: When the terms and conditions related to the opportunity are being negotiated.
Won: When the opportunity is won.
Lost: When the opportunity is lost.
Value: Provide the monetary value of the opportunity. If you change the currency to any other currency, the value will be converted to the respective currency.
Margin: Provide the margin that you gain out of this opportunity.
Probability: It refers to the chances of getting the opportunity. Select the appropriate value from dropdown.
Lead Source: This field is to capture from where the customer found your organization to do business. Select the appropriate value from dropdown.
Active: Turn 'On' the toggle button if the opportunity is active. Other wise, turn it 'Off'.
More Information
Here, you can capture the additional details of the opportunity.
Select the owner of the Opportunity and the sales persons from the dropdown.
Figure 1.3: More info
After filling the information, click the Save button.
A confirmation message displays stating that the opportunity is created successfully.