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Creating Opportunities

You can create a new Opportunity from the following modules: Contacts, Companies and of course, the Opportunity module. Within each module you can quickly create a new record using a short form or create a new record using the full form:

  • Short form: quickly create a new record by using the Opportunity button on the module toolbar when in Companies and Contacts. When you are in the Opportunity module you can do this using the New button on the module toolbar.
  • Long form: using the New button in the top right corner of the CRM.

Each Opportunity record can be linked to a Contact and/or Company record.

Short form Opportunity created in the module using the toolbar ‘New’ button

 

 

 

 

 

 

 

 

 

Long form Opportunity created in the module with the ‘New’ button on the header

 

 

 

 

 

 

 

 

 

 

 

 

New short form Opportunity created from the Contacts toolbar

 

 

 

 

 

 

 

 

 

 

 

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