An opportunity allows you to track the interaction associated with that distinct opportunity profile. Track only the communication with the stakeholders in the deal as opposed to everyone in the company; as well as, only the notes, reminders, etc. associated with the opportunity.
You can create an opportunity in just a few easy steps.
Before creating an opportunity, make sure you have already created an opportunities list. For information on how to create an opportunities list please see our creating a new list help guide.
Create a new opportunity from the toolbar:
- Click Create New > Opportunity
In the popup window:
- Give the opportunity an unique name
- Choose which list it belongs to
- Choose what organization(s) are associated with the opportunity
- Select which people are associated with the opportunity
Create a new Opportunity directly from a list:
- Click Add an opportunity
- Give the opportunity an unique name
- Choose what organizations are associated with the opportunity
- Select which people are associated with the opportunity
- Then define the following fields if applicable at the time:
- Status
- Amount
- Owners
- Close Date
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