Manage Opportunities

Create, update, and progress your Opportunities through the Sales process.

• Create and Update Opportunities
  Review the steps involved in Creating and Updating Opportunities.

• Progress an Opportunity to the Next Stage
  Update your deal as it moves closer to closing. Accurate stage information is important for forecasting, reporting, and meeting targets.

• Add Activities, Notes, Bookmarks or Files
  You can create Activities in CRM to record sales activities. Use Notes to jot down points of discussion during customer meetings. Add Bookmarks or attach Files such as contracts or datasheets.

• Opportunity History
  Any time a user changes the Opportunity Stage, Estimated Revenue, or Estimated Close Date on an opportunity, a new entry is added to the Opportunity History section.

• Close an Opportunity
  When you have won or lost an Opportunity, it is time to close it.

• Find Opportunities
  Find an existing opportunity using search filters.