Navigation:  5 Using Total Enterprise CRM > 5.11 Opportunity > How to work with Opportunity? > How to create or edit an opportunity?

 

The CRM includes a powerful sales opportunity tracking system, an opportunity is an expected sale or probable revenue from a company or contact. To create a new opportunity, follow these easy steps:

 

Step 1: Select 'New Opportunity'

 

 

On ribbon, click the "Opportunity" tab.

Under Opportunities group, select "New Opportunity".

 

Note:

You can also create a new opportunity either by right-clicking on the opportunity's grid and choosing "New" or by double clicking anywhere on blank area. You can also choose "New" command on quick-access toolbar.

 

Note:

To edit any existing opportunity, double-click that opportunity from grid under "All Opportunity" or "My Opportunity" command and then move to Step-2

 

Step 2: Fill the Form

 

 

The opportunity form contains all of the information related to an opportunity, broken down into several fields like name, description, type, start & closed date, lead source, probability etc. The powerful sales opportunity tracking system of CRM includes the following key features:

 

Note:

The fields marked with red star (*) at right end, indicate that these are required-fields while any other field can be left blank.

 

 

At the bottom of the screen you can see a set of tables which contain related records (only one type of records are present in one column).  This table is called grid. On the grid you can quickly see the main details of the record and also see who created it, when it was created and the subject etc. If you need to edit any record – a quick double click will launch an editor/form for editing.

 

The grid located in the bottom pane of above screen stores interaction-history, broken down into few more tabs. These tabs contain activities, communications, documents, contacts etc. associated with this opportunity.

As you can see by these tabs, you can relate calls, meetings, notes, attachments To-Do items and documents to the opportunity to give full visibility on related activities. You can also keep track of any communication (email, SMS, fax or letter) with this opportunity.

 

Note:

To avail additional options under any grid, right-click inside of that grid and choose desired option from context menu.     Alternatively:

Click anywhere inside the grid and choose from any of available options from quick-access toolbar appeared above the ribbon.

 

 

Using the ribbon commands of above window, you can further interact with this instance. To do so, you can choose any of the actions listed below:

Although  some of these actions are described  for "Company" but same technique can be applied to "Opportunity".

 

Note:

Since these options are on the opportunity screen, Total Enterprise CRM assumes that if you create a project, email or any other action from this screen, it is automatically related to the previously selected instance. This theme continues throughout the CRM system to reduce unnecessary data entry.

 

Step 3: Click 'Save & Close'

When you have finished to enter all the desired info under appropriate tabs,  to save this data, choose any one option on ribbon:

 

Save and Close: saves everything you have entered so far and closes the form

Save and New: saves everything you have entered so far and reopens a blank form for another entry.