What is Add Opportunity?
Add Opportunities to be tracked as it moves along different sales stages. The Current Funnel will give a visual representation as an Opportunity moves through different stages.
To create an Opportunity, start by searching contacts. Enter a contact name, company name, or address and click Search.
Under the Search button is a drop down where search results will appear. Select the contact and company that is needed.
A value and probability can be added.
Select the employee that is working the opportunity.
Add any notes needed.
Click Save to save the opportunity.