Sales Opportunities record potential sales, with estimated sale and sales potential details, to enable forcasting.

Sales Opportunity summary screens record and display the associated Tasks/Events, Notes and Attachments to a particular sales opportunity.

Sales Opportunities can be progressed to a quote by clicking the "Create Quote/Find Existing" link on the summary screen.

Sales Opportunities can also be generated and auto assigned from a web based form.

For example, a new Sales Opportunity can be automatically generated and assigned to the designated person, when a potenial client registers for a free trial on a company's website.

Create a new Sales Opportunity

• Click on the "New Opportunity" link at the top of the screen, under the "Main Control Panel" tab.
  
• Enter the opportunity details into the fields on the data entry screen
• Click the [OK] button to save the Sales Opportunity.
• The Sales Opportunity Summary Screen will open and display the entered data, you may also create Tasks/Events and attach notes and documents related to the Sales Opportunity.