Sales Opportunities/How to Add an Opportunity

Add an Opportunity by clicking on the Sales module then the “New” button and filling in information on the “New Opportunity” dialog.

1. Click on the Sales module then the “New” button. The “New Opportunity” dialog will appear.

2. Fill in information about the opportunity. (The “Stage” and “Estimated Close Date” fields are important because they affect the graphic analysis.)

3. Click on the “Save and Close” button to add this opportunity.