This grid summarizes accounts including a description of both the opportunities associated and status:
Manager and Delegate users can view and edit all opportunities, and can also create new opportunities.
Add a New Opportunity
- Right click and select new:
- Click on Next, and select the primary contact for this opportunity:
- Fill in the required fields in yellow: Opportunity type, Opportunity Status, Value, Probability and Total cost; and click on Next:
- Click on finish.
Edit an opportunity
- Right click and select Edit.
- Edit any of the fields in yellow and click OK. The updated Opportunity will be added to the list.