New opportunities

Modified on 2009/10/04 18:43 by stefano Categorized as Uncategorized

==New opportunity == {s:Related}
By clicking on "New opportunities" or an existing opportunity {{<img src="{up}Manuale IT/MODIFICA.PNG"/>}} button you can insert a new item or modify an existing element:

{{<img src="{up}Manuale IT/3.6.1 crm - opportunità - nuova opportunità.PNG"/>}}

Fill in the various fields in a more timely manner bearing in mind that:

* clicking {{<img src="{up}Manuale IT/face.PNG"/>}}, you can select the owner the opportunity:
* the opportunity can be assigned to a company, a contact or a lead: mark the appropriate box and click {{<img src="{up}Manuale IT/face.PNG"/>}} to select the tab through research, or quickly create a new card (see for information on the search window [New leads]);
* the "Close date" field indicates what date the opportunity will be automatically closed; insert date directly by filling the field by typing it (dd/MM/yyyy format, dd = day 2 digits; MM = month 2 digits; yyyy = year 4-digit, e.g. 01 01 2009), or by clicking on the icon {{<img src="{up}Manuale IT/seldate.PNG"/>}}:
{{<img src="{up}Manuale IT/calendario.PNG"/>}}So you can select the date from the calendar, clicking on the desired day directly. To change click on {{<img src="{up}Manuale IT/monthprev.PNG"/>}} month (previous month) or {{<img src="{up}Manuale IT/monthnext.PNG"/>}} (next month). To close the window click {{<img src="{up}Manuale IT/X orange.PNG"/>}}.
* the "Statement of reasons closure" field (usually compiled to opportunities rather concluded that during the creation of a new opportunity) is customizable by anyone with access to section {{<img src="{up}Manuale IT/SETUP.PNG"/>}} {{<img src="{up}Manuale IT/SETUP configurazioni.PNG"/>}} ([Reasons for closing or|Reasons for closing or]);
* completed once the tab click {{<img src="{up}Manuale IT/SALVA.PNG"/>}} button to confirm; to not save and return to the management companies click {{<img src="{up}Manuale IT/ANNULLA.PNG"/>}}.

Saved once the opportunity you can complete it by adding documents, products, contacts, etc.

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New opportunities