Creating Opportunities

Use the following procedure to create an opportunity in the Opportunity Involves a group working as a team with multiple organizations and contacts to successfully close a complex sale. Manager.

1.

Select Go To > Opportunities.

2.

At the Opportunity Manager window click New on the Opportunity Manager toolbar

or

Right-click and select New > New Opportunity from the local menu.

3.

At the New Opportunity Prompt dialog box, click:

○ Yes. The Opportunity Wizard opens. (See Using the Opportunity Wizard to continue this procedure.)

○ No. The New Opportunity dialog box appears. Go to step 4.

4.

Configure these settings:

○ Company. The company in the current contact record populates this field. To change the contact, click the Search button and select a company from the Contact Search Center.

○ Contact. Select the primary or additional contact in the drop-down list. Available contacts are those associated with the selected company.

The Contact field label will change according to the type of record selected. For example, if the selected record type is Car, then the field label will appear as VIN# with a drop-down list of Vehicle Identification Numbers.

○ Type. Defaults to Opportunity and cannot be changed in this dialog box.

○ Templates of User. Select the user who is the owner of the template.

○ Please select a template of the selected user. Select a template in the drop-down list. See Creating Opportunity Templates.

6.

At the Opportunity Properties dialog box, select:

○ Opportunity. Change the opportunity name as needed.

○ Company. Defaults to the company selected on the previous dialog box. Type a new company name, as needed.

○ Manager. Select the user who will be the opportunity manager in the drop-down list.

○ Code. Select the opportunity code by typing or clicking the F2 Lookup Special type of browse window that can be customized to contain frequently used or code-specific entries. Security options can control F2 lookups to ensure user input and allow standardization of data. arrow.

○ Status. Type or select from the F2 Lookup list.

○ Stage. Type or select from the F2 Lookup list.

○ Closed Amt. Updates with the final amount of a successfully closed sale based on the forecasted amount.

○ Start Date. Select the date the opportunity starts from the F2 graphical calendar.

○ Close by. Select the date the opportunity should end from the F2 graphical calendar.

○ Actual Close. Defaults to the date displayed in End Date. Updates when the opportunity is actually completed.

7.

Click OK to return to the Opportunity Manager window with your new opportunity in the upper pane.

8.

Each tab must be updated manually. See Using the Opportunity Manager.