Create Opportunity Screen - Revision history

Sichen at 15:32, 2 October 2007

2007-10-02T15:32:08Z

JRZeitlin at 23:01, 16 September 2007

2007-09-16T23:01:27Z

JRZeitlin at 00:57, 16 September 2007

2007-09-16T00:57:13Z

JRZeitlin: Protected "Create Opportunity Screen": Sysop page [edit=sysop:move=sysop]

2007-09-16T00:56:47Z

Protected "Create Opportunity Screen": Sysop page [edit=sysop:move=sysop]

JRZeitlin: New page: To create a new opportunity, enter the required data listed in red): opportunity name, the initial account that generated the opportunity, the initial lead, the initial stage of the opport...

2007-09-16T00:56:46Z

New page: To create a new opportunity, enter the required data listed in red): opportunity name, the initial account that generated the opportunity, the initial lead, the initial stage of the opport...

New page

To create a new opportunity, enter the required data listed in red): opportunity name, the initial account that generated the opportunity, the initial lead, the initial stage of the opportunity (used to calculate the sales forecast), and the estimated close date.

You can also enter additional details including the initial contact, type of opportunity, estimated amount, the currency, marketing campaign, and the source of the opportunity. The description and next step fields allow you to make notes about the opportunity and detail the next step in closing the sale.

Click the [Create Opportunity] button to save the opportunity in opentaps. If you have not entered the required information or entered an account or lead that has not been created and saved in opentaps, you will be prompted with an error message indicating which field is inaccurate.

''Please note: You can look up information for several fields on the "Create Opportunity" screen by clicking on the search icon next to the relevant field, using the calendar search, or drop down menus.''

← Older revision		Revision as of 23:01, 16 September 2007
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−	'''''Please note:''' You can look up information for several fields on the "Create Opportunity" screen by clicking on the search icon next to the relevant field, using the calendar search, or drop down menus.''	+	'''''Please note:''' You can look up information for several fields on the "Create Opportunity" screen by clicking on the search icon next to the relevant field, using the calendar search, or the drop down menus.''

← Older revision		Revision as of 00:57, 16 September 2007
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	Click the [Create Opportunity] button to save the opportunity in opentaps. If you have not entered the required information or entered an account or lead that has not been created and saved in opentaps, you will be prompted with an error message indicating which field is inaccurate.		Click the [Create Opportunity] button to save the opportunity in opentaps. If you have not entered the required information or entered an account or lead that has not been created and saved in opentaps, you will be prompted with an error message indicating which field is inaccurate.

−	''Please note: You can look up information for several fields on the "Create Opportunity" screen by clicking on the search icon next to the relevant field, using the calendar search, or drop down menus.''	+
		+	'''''Please note:''' You can look up information for several fields on the "Create Opportunity" screen by clicking on the search icon next to the relevant field, using the calendar search, or drop down menus.''

@@ Line 1: / Line 1: @@
-To create a new opportunity, enter the required data listed in red): opportunity name, the initial account that generated the opportunity, the initial lead, the initial stage of the opportunity (used to calculate the sales forecast), and the estimated close date.
+To create a new opportunity, enter the required data listed in red: opportunity name, either the account or lead for the opportunity, the initial stage of the opportunity (used to calculate the sales forecast), and the estimated close date.
 You can also enter additional details including the initial contact, type of opportunity, estimated amount, the currency, marketing campaign, and the source of the opportunity.  The description and next step fields allow you to make notes about the opportunity and detail the next step in closing the sale.
 Click the [Create Opportunity] button to save the opportunity in opentaps.  If you have not entered the required information or entered an account or lead that has not been created and saved in opentaps, you will be prompted with an error message indicating which field is inaccurate.

← Older revision	Revision as of 00:56, 16 September 2007
(No difference)