You can create opportunities for the sales opportunities you have on your contacts. All opportunities must be assigned to a salesperson or purchaser and must have a contact.
Before you can create opportunities, you must set up opportunity sales cycles. For more information, see How to: Set Up Opportunity Sales Cycles.
You can create opportunities from the Opportunity List window. Depending on from where you access the Opportunity List window, the window shows opportunities for contacts, campaigns, or salespeople. The following procedure shows how to create opportunities from the Salesperson/Purchaser card.
To create an opportunity
In the Search box, enter Salespeople, and then choose the related link.
Select the salesperson for whom you want to create an opportunity.
On the Navigate tab, in the Salesperson group, choose Opportunities, and then choose List.
In the Opportunity List window, on the Actions tab, in the General group, choose Create Opportunity. The Create Opportunity wizard opens.
Fill in all the relevant fields in the wizard.
The Description, Priority, Date, Contact, Salesperson Code, and Sales Cycle Code fields are required and must be filled in before you can choose the Next or Finish buttons.
After you have entered all the necessary information, choose the Finish button.
After you have created an opportunity, you can activate the first sales cycle stage, and update the opportunity.
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For more information about how to work with fields and columns, see Work with Data. For more information about how to find specific pages, see Search. |