Opportunities

Opportunities can be created to track potential members or clients in your database.

To Find an Opportunity, search by:

• Name
• Type
• Likelihood
• Initial Value
• Date
• Stage

To Create a New Opportunity:

• Click New in the top right corner of the screen
• Enter a name for this Opportunity
• Select the Company that this Opportunity is associated with
• Enter the Contact Information for this Opportunity
• Account Manager
• Assigned To
• Likelihood
• Schedule Activities for this Opportunity