Sales
Create and manage opportunities
Create and track opportunities in the Sales pipeline or list, and record won or lost outcomes.
What this does
Opportunities track customer deals through Qualified, Proposal, Negotiation, and Commit. Use the pipeline or list in Opportunities to review and update them.
Steps
- Select New Opportunity, choose a customer and owner, enter its name and amount, and select a pipeline stage; save the opportunity.
- Switch between Pipeline and List. In Pipeline, move an opportunity between Qualified, Proposal, Negotiation, and Commit; select a card or row to open its quick view.
- From the quick view, record activities or follow-ups. For an open deal, select Mark Won and confirm its final value, or select Mark Lost and choose a reason.
Result
Won and lost deals are recorded as outcomes rather than open pipeline stages. A won deal creates or links a Sales Customer; see Create and view Sales Customers or prepare a quotation.
Related/Next guide: Create and manage quotations.
Related articles
- Create and manage quotationsPrepare, view, send, and manage Sales quotations and their revisions.
- Activities and follow-upsRecord activities for a lead or opportunity, schedule follow-ups, and review what is due or overdue.
- Create and view Sales CustomersCreate a Sales Customer and review its opportunities, activities, quotations, projects, and Finance summary.