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Create the Opportunity
To create the Opportunity on which the master Quote or Order will be based:
- From the App Launcher, find and select Opportunities.
- In the Opportunities tab, click New.
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Enter these information in the fields which reflect.
fields Description
Required Fields
Opportunity Name
Enter the name of the opportunity.
Close Date
Specify the closing date for the opportunity.
Stage
Select the opportunity stage, such as Prospecting.
Account Name
Find and select the account that you want to associate with the opportunity.
Optional Fields
Amount
Enter the revenue amount for this opportunity.
Next Step
Specify any next steps.
Description
Enter a brief description.
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Save the changes.
The opportunity record is created.
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