19 views April 17, 2017 jpajaro 0


This tab summarizes accounts including a description of both the opportunities associates and status:



Add a New Opportunity

  • Right click and select new:

new opportunity


  • Click on the Next button, and select the primary contact for this opportunity:

opportunity 2


  • Fill in the required fields in yellow: Opportunity type, Opportunity Status, Value, Probability and Total cost; and click on the Next button:

opportunity 3


  • Click on finish button.

opportunity 4

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.