Create sales opportunity

MJA Updated by MJA

There are 3 ways to create a sales opportunity

  1. From the module sales opportunity > click on New
  2. Copy another document to a new sales opportunity. For instance from sales lead to a sales opportunity. Click in the right upper corner of your screen on the 'actions' icon and choose your option
  3. From a contact or via another module by using the widget 'activity log'

You will then arrive at the entry screen. What it looks like can differ per person/role, depending on how it is set up for/by you.

You can link products to an opportunity via the 'financial lines' widget. For more information about linking products to a document, click here.

How did we do?

Create sales lead

Create sales quotation

Contact