You can create opportunities for the sales opportunities you
have on your contacts. All opportunities must be assigned to a
salesperson/purchaser and must involve a contact.
You can create opportunities from the Opportunity List window. Depending on where
you access the Opportunity List
window from, the window shows opportunities for either contacts,
campaigns or salespeople. The following procedure shows how to
create opportunities from the salesperson/purchaser card.
Find the salesperson handling the opportunity and click
Salesperson/Purchaser,
Opportunities.
On the Opportunity List
window, click Create
Opportunity. The Create
Opportunity wizard appears.
Alternatively, you can press F3 to
create an opportunity.
Fill in all the fields in the first window of the wizard, and
then click Next.
Fill in all the fields in the second window of the wizard, and
then click Next.
The Description,
Priority, Date, Salesperson Code, and Sales Cycle Code fields are mandatory
fields and must be filled in before you can click Next or Finish.
Fill in the other relevant fields in the wizard windows. For
Help about a specific field, click the field and press F1.
After you have entered all the necessary information, click
Finish.
When you have created an opportunity, you can activate the first
sales cycle stage, and update the
opportunity.
Salesperson/Purchaser Card window.