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Creating an opportunity from other contexts
- Click the My CRM | Opportunities tab and click New Opportunity. The new Opportunity is assigned to you by default, but you can also assign it to another user.
- Fill in the Opportunity details and click Save.
When you create quotes and orders outside the context of a Company or Opportunity, you can search for the Quote or Order using the Find menu button or accessing your Recent List.
See Also:
Creating a new opportunity
Opportunity fields
Lead fields
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