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Enter an Opportunity

Enter an Opportunity

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Enter an Opportunity

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Important: Opportunity info can be added by three different methods.  

 

1.For a Quick Add: Note: Use this feature to add minimal opportunity info while staying on current screen.  

a.Click the WP Button.

b.Click the Opportunity link, the Opportunity Add screen will display.

 

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c.Enter the opportunity information.

d.Click OK to save.  

e.Having the Navigate to opportunity check box selected will take you to the Forecasting tab. Leave unchecked if you’d like to stay on current screen.

2.To add the complete Opportunity information:

a.Click the Forecasting tab.

b.Click the Add New Opportunity button. The Opportunity Add dialog window will display.

 

 

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c.Enter the opportunity information.

d.Click the OK button at bottom left of the Opportunity Add dialog window to save and close.

3.To add an Opportunity from the Account screen:

a.Click the Add New button. The drop-down list will display.

 

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b.Click Opportunity. The Opportunity dialog window will display.

 

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c.Enter the Opportunity information.

d.Click OK to save and close.

e.Having the Navigate to opportunity check box selected will take you to the Forecasting tab. Leave unchecked if you’d like to stay on current screen.