Opportunities

CRM > Accounts > Opportunities

Admin > CRM > Accounts > Opportunities

• Similar to CRM > Opportunities

The Opportunities tab maintains opportunities for each account.

Adding Opportunities

1. Select the Admin > CRM > Accounts > Opportunities tab.
2. Click Add.
3. Enter the following fields.
   • Subject
   • Next Step
   • Account
   • Type
   • Status
   • Location
   • Probability
   • Rating
   • Contact
   • Sales Representative
   • Customer PO#
   • Phone
   • Close Date
   • Lead Source
   • Amount
   • Probability Adjusted Revenue
   • Description
4. Click Save.