Add / Amend Opportunity

Opportunity can be created from lead conversion, from campaign response of existing customer or the opportunity without lead or response. If opportunity is created from lead conversion or from response, then user can make amendment. Follow the below steps to create opportunity without lead or response.

• Navigate to -> Menu Category.
• Select Sales menu category.
• Navigate to Sales -> Opportunities.
• Displays list page of Opportunity.
• click on -> ‘Create’ button
• Redirects to create page on “Details” Tab.
• Add Opportunity Name.
• Set the Currency for opportunity. Base currency of the organization will be default, but user can change.
• Select existing account, contact, and price list which is required.
• Price list helps to automatic calculate and set the price to added products. User can select the price lists which are related to selected currency.
• Expected Close date – specifies the expected closure date of opportunity.
• Expected Revenue – Gives the expected revenue from opportunity.
• Line Item Amount – Shows the total amount of added products to opportunity.
• Also, there is provision to add the requirement, current state of opportunity and offer details.

Detail page of Opportunity