Create an opportunity

An opportunity is a deal in progress. It moves through the pipeline stages from New to Active to won or lost.

Steps

1. Open Pipeline and start a new record, then choose Opportunity.
2. Enter a Name (required), and pick the Company and, if a partner is involved, the Partner.
3. Set Stage, Campaign, Priority, Lead source, Deal class and Industry.
4. Assign a Sale person, and fill in No. of users, Potential revenue, Probability %, Expected closing date and Currency.
5. Optionally write a Description and add Products.
6. Select Create.

Result

The opportunity appears on the Pipeline board in its stage. Its value feeds the pipeline totals and the reports.

See also

• VNCcrm overview
• Add a contact