Difference between revisions of "Edit Opportunity Screen"
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Jump to navigationJump to search (New page: *'''Opportunity Name''' - This is the general name you have given this opportunity. *'''Account Name''' - This is the account to which the activity belongs. *'''Stage''' - This is the stag...) |
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| + | The "Edit Opportunity" screen allows you to add or modify opportunity details. Enter the appropriate information into the following fields: | ||
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*'''Opportunity Name''' - This is the general name you have given this opportunity. | *'''Opportunity Name''' - This is the general name you have given this opportunity. | ||
*'''Account Name''' - This is the account to which the activity belongs. | *'''Account Name''' - This is the account to which the activity belongs. | ||
| − | *'''Stage''' - | + | *'''Stage''' - Select the current stage that the opportunity is in (for example: "Quoted", or "Prospect") from the drop down menu. This will be used to create Forecasts. |
| + | *'''Type''' - Select the most appropriate type of opportunity (for example: "New Business" or "Upgrade") from the drop down menu. | ||
Latest revision as of 22:53, 15 October 2007
The "Edit Opportunity" screen allows you to add or modify opportunity details. Enter the appropriate information into the following fields:
- Opportunity Name - This is the general name you have given this opportunity.
- Account Name - This is the account to which the activity belongs.
- Stage - Select the current stage that the opportunity is in (for example: "Quoted", or "Prospect") from the drop down menu. This will be used to create Forecasts.
- Type - Select the most appropriate type of opportunity (for example: "New Business" or "Upgrade") from the drop down menu.
