Creating & Editing Opportunities

Last modified: January 19, 2016
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Creating & Editing Opportunities

Open Opportunities

Open Opportunities

  1. Open the Opportunities tab
  2. Click New

Link to an Account

Link to an Account

  1. All Opportunities will be linked to an Account. Use the lookup field to search for an Account

Lookup Account

Lookup Account

  1. Enter text into the Search field
  2. Click Go!
  3. Select an Account from the Search Results list

Enter Opportunity Details

Enter Opportunity Details

Enter all necessary Opportunity information. Click Save to continue.

Opportunity Homepage

Opportunity Homepage

  1. To add, delete or change Opportunity information, click the Edit button
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