Difference between revisions of "Add New Opportunity Shortcut"
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*'''Opportunity Name''' - You may use this field to assign a general name for the opportunity. | *'''Opportunity Name''' - You may use this field to assign a general name for the opportunity. | ||
*'''Initial Stage''' - Select the appropriate stage of the opportunity at the time you are creating the entry (for example: "Prospect" or "Quoted") from the drop down menu. | *'''Initial Stage''' - Select the appropriate stage of the opportunity at the time you are creating the entry (for example: "Prospect" or "Quoted") from the drop down menu. | ||
| − | '''Estimated | + | *'''Estimated Amount''' - This is your estimate of the monetary value the opportunity will generate. |
| − | '''Estimated Close Date''' - Enter the date you expect to close the opportunity and complete the sale manually, or search for it using the [[calendar widget]]. | + | *'''Estimated Close Date''' - Enter the date you expect to close the opportunity and complete the sale manually, or search for it using the [[calendar widget]]. |
| − | Clicking the | + | Clicking the [Create] button will add the opportunity to the [[My Opportunities/My Teams' Opportunities Screen]] and will bring up the [[View Opportunity Screen]]. |
Latest revision as of 15:31, 2 October 2007
You can add a new opportunity quickly by using the "New Opportunity Shortcut". Enter the appropriate data into the following fields:
- Account - Enter the internal ID of the account presenting the opportunity manually, or search for it using the lookup widget.
- Lead - Enter the internal ID of the lead that initially provided the opportunity manually, or search for it using the lookup widget.
- Opportunity Name - You may use this field to assign a general name for the opportunity.
- Initial Stage - Select the appropriate stage of the opportunity at the time you are creating the entry (for example: "Prospect" or "Quoted") from the drop down menu.
- Estimated Amount - This is your estimate of the monetary value the opportunity will generate.
- Estimated Close Date - Enter the date you expect to close the opportunity and complete the sale manually, or search for it using the calendar widget.
Clicking the [Create] button will add the opportunity to the My Opportunities/My Teams' Opportunities Screen and will bring up the View Opportunity Screen.
