Creating an Opportunity

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:

1. Click Create New > OpportunityIn the popup window:
2. Give the opportunity an unique name
3. Choose which list it belongs to
4. Choose what organization(s) are associated with the opportunity
5. Select which people are associated with the opportunity

Create a new Opportunity directly from a list:

1. Click Add an opportunity                                                  
2. Give the opportunity an unique name
3. Choose what organizations are associated with the opportunity
4. Select which people are associated with the opportunity
5. Then define the following fields if applicable at the time:
   • Status
   • Amount
   • Owners
   • Close Date