You add sales opportunities to record your activities with potential business partners such as meetings, phone calls or negotiations.

 

Procedure

1.  Choose  Sales Opportunities > Sales Opportunity 

The Sales Opportunity window appears in Add mode.

2.  Choose the Business Partner Code.

In addition to the business partner code and name, the customer's default contact person and sales employee are also displayed. Adjust information as required.

3.  Assign an Owner for each sales opportunity.

Optionally, assign a different owner for each sales stage.

4.  In the Potential or Stages tab, enter the potential amount for each stage of the sales opportunity.

NB. To add an additional stage, right click on the last stage row and choose Add Row.

5.  Enter any optional information, according to your requirements.

6.  Choose Add to save the changes and close the window.