After qualifying a lead record, you can create an opportunity record with the potential sale information. Use this record to track quotations and competitors for the potential sale. You can also copy the information from one opportunity record to another if needed.

Create an opportunity

  1. Click > .

  2. Click CTRL+N to create a new line.

  3. Enter the subject or interest of the opportunity and the opportunity's company name.

  4. Enter any additional information you have about the opportunity.

    Enter as much information into the opportunity record as possible. Having detailed information on the lead could assist you in winning the sale.

Copy an opportunity

  1. Click > .

  2. Select the opportunity that you want to copy, click , and then click .

  3. In the form, select the information you would like copied to a new opportunity record.

  4. Click OK.

Delete an opportunity

  1. Click > .

  2. Select the opportunity record that you want to delete.

  3. Click the delete icon in the standard toolbar.

  4. In the form, select the records associated with the opportunity that you want to delete.

  5. Click OK.

See Also