Add an Opportunity

To Add an Opportunity:

1.From the Deskflow Toolbar, click Opportunities. A pop-up list appears.

2.From the pop-up list, select Opportunities Manager. The Opportunity Manager search window is displayed.

3.Click the Add Opportunity icon. An empty Opportunities data entry form is displayed.

4.Enter a Code or Description for the Opportunity.

5.Enter optional Company and Contact name if the Opportunity is related to a prospective Client.

6.Enter optional Office, Manager, Type and Status.

7.Enter optional Estimated Value, Close Probability and Estimated Close date. These values are needed for forecasting probable future revenue. Also enter optional Lead Quality, Strategic Fit and Client Interest.

8.Enter optional Opportunity Summary and planned Milestones.

9.Click Save Changes.

10.Enter optional Opportunity Team.

11.Enter optional Requirements (Skills, Roles and Industry).

12.Click Save Changes.

To Add Contacts to an Opportunity:

1.Click the Contacts tab.

2.Click the Search for People icon.

3.Search for and select Contacts that could be useful in Opportunity marketing activities.

To Add Links to Other Companies:

1.Click the Links tab.

2.Click the Search for Companies icon.

3.Search for and select Companies to be linked to the Opportunity.