To Create an Opportunity

  1. Open the Opportunities (CR304000) form.
    Tip: To open the form for creating a new record, type the form ID in the Search box, and on the Search form, point at the form title and click New right of the title.
  2. On the form toolbar, click Add New Record.
  3. In the Summary area, do the following:
    1. In the Class ID box, select the opportunity class.
    2. In the Stage box, select the current stage of the opportunity.
    3. In the Estimated Close Date box, select the estimated date of closing the deal.
    4. In the Subject box, specify the subject of the opportunity or a description.
    5. If needed, in the Business Account box, select the business account of the prospective customer.
    6. If needed, in the Contact box, select the contact to be associated with the opportunity.
    7. If needed, in the Owner box, select the employee to be assigned to the opportunity.
  4. On the CRM Info tab, specify the following information:
    1. If needed, in the Source box, select the source of the opportunity.
    2. If needed, in the Source Campaign box, select the source campaign of the opportunity.
  5. In the Project box on the Financial tab, select the project to be associated with the opportunity or specify the non-project code.
  6. On the form toolbar, click Save.