How to Create a New Opportunity

in Opportunities

  1. To create a New Opportunity, select a Contact, Company or Project and select ‘New Opportunity’ from the ribbon toolbar.
  2. The New Opportunity form will then load. Fill out all information.
  3. opportunity page

  4. For information on Customizing your Opportunity Pipeline- please click here
  5. Once finished filling out all fields, select ‘OK’.
  6. The opportunity is now automatically linked to the contact and the company.