Creating & Editing Opportunities
- Open the Opportunities tab
- Click New
Link to an Account
- All Opportunities will be linked to an Account. Use the lookup field to search for an Account
- Enter text into the Search field
- Click Go!
- Select an Account from the Search Results list
Enter Opportunity Details
Enter all necessary Opportunity information. Click Save to continue.
- To add, delete or change Opportunity information, click the Edit button