This tab summarizes accounts including a description of both the opportunities associates and status:
Add a New Opportunity
- Right click and select new:
- Click on the Next button, 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 the Next button:
- Click on finish button.
Edit a opportunity
- Right click and select edit.
- Edit any of the fields in yellow and click on OK button. The updated Opportunity will be added to the list.