New opportunities
Modified on 2009/10/04 18:43 by stefano — Categorized as: Uncategorized
New opportunity
¶
Argomenti collegati:
Manual in English
By clicking on "New opportunities" or an existing opportunity
button you can insert a new item or modify an existing element:
Fill in the various fields in a more timely manner bearing in mind that:
clicking
, 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
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
:
So you can select the date from the calendar, clicking on the desired day directly. To change click on
month (previous month) or
(next month). To close the window click
.
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
(
Reasons for closing or
);
completed once the tab click
button to confirm; to not save and return to the management companies click
.
Saved once the opportunity you can complete it by adding documents, products, contacts, etc.