Sales Opportunities/How to Add an Opportunity

1. To access the Sales module click on the Sales module tab. The Sales screen displays a listing of your sales opportunities.

2. Click 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.