Opportunities

23 views April 17, 2017 jpajaro 0

Opportunities

This grid summarizes accounts including a description of both the opportunities associated and status:

opportunities

 

Add a New Opportunity

  • Right click and select new:

new opportunity

 

  • Click on Next, 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 Next:

opportunity 3

 

  • Click on finish.

opportunity 4

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.

Equipment