How to Create a New Sales Opportunity

Applies to:  R4 Version

To create a new Sales Opportunity, follow the steps below:

1. Click on Opportunities > Create Opportunity
   
   
   
2. Choose the contact for this opportunity by searching for their name in the box provided:
   
   
3. Fill in the Close Date, Units, Price
4. The Amount will Auto Calculate based on the Units and the price
   NOTE:  The auto-calculation can be turned off in X > System Settings > Create and Change Fields, under Sales Opportunities
   
5. Click Save when done entering the new sales opportunity information
6. If you need to Tie your Sales Opportunity to a Group, Search for it in the "Associate with group" box, and click Save
7. To change the stage of your Opportunity, select the new stage from the "Sales Stage" drop down field
   
8. Any changes to the Sales Opportunity Left Side will only stick if you click Save, always click Save when done making changes to the left side.