How to create a sales opportunity

Create and manage opportunities and link these to your sales force. As

opportunity we mean potential sales for the company. Let’s see how you

can create an opportunity.

To open the Opportunities

unit: click on “Apps” then

“More Apps” and on the

CRM module click on the

“Opportunities”.

Click the “New” button (+) to create an opportunity.

General details

Fill in the details of the opportunity. Give a title; select the category of

the opportunity and define one or two administrators.

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Relations

In this area you can connect the opportunity with account, contact,

product, contract and document based on your needs.

Type the first letters in the field e.g. “Fi” and press enter. A list with all

the available options appears. Click the appropriate one.

Current Status

Give the details for the status of the opportunity:

Stage: current stage of the opportunity

Current possibility: possibility of success (in a percentage %)

Target turnover: targeted amount to earn

Final turnover: final earned amount

Click the “Save” button. The opportunity is ready inside Comidor.

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