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Creating a new opportunity
Your System Administrator can set up workflows to help you create new opportunities. There are two predefined opportunity workflows. The Quick Sale Workflow has fewer stages than the standard Opportunity Workflow and is designed for organizations with fewer sales people, who need less steps to complete a sale.
- Find the prospect. If they are new to your database, you first need to create a new company.
- Click a company name, and click the Opportunities tab.
- Click New Opportunity.
- Depending on how your System Administrator has configured workflow, there are several ways to create a new opportunity.
- To use the standard opportunity workflow, click New Opportunity.
- To use a shortened opportunity workflow, click New Quick Sale.
- To create a new opportunity based on an opportunity that you've already won, click Cross-sell Opportunity. The Cross-sell workflow rule is available at the negotiating and sold stages on predefined opportunity workflows.
- Complete the opportunity fields.
- Click Save.The Opportunity Summary page is displayed.
At this stage, you can
right-click or hover over the New menu button, then Task to schedule a follow-up call. The task is automatically linked to the opportunity in the About field.
See Also:
Adding products to an opportunity
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