<!-- /********************************************************************************* * SugarCRM is a customer relationship management program developed by * SugarCRM, Inc. Copyright (C) 2004 - 2009 SugarCRM Inc. * * This program is free software; you can redistribute it and/or modify it under * the terms of the GNU General Public License version 3 as published by the * Free Software Foundation with the addition of the following permission added * to Section 15 as permitted in Section 7(a): FOR ANY PART OF THE COVERED WORK * IN WHICH THE COPYRIGHT IS OWNED BY SUGARCRM, SUGARCRM DISCLAIMS THE WARRANTY * OF NON INFRINGEMENT OF THIRD PARTY RIGHTS. * * This program is distributed in the hope that it will be useful, but WITHOUT * ANY WARRANTY; without even the implied warranty of MERCHANTABILITY or FITNESS * FOR A PARTICULAR PURPOSE. See the GNU General Public License for more * details. * * You should have received a copy of the GNU General Public License along with * this program; if not, see http://www.gnu.org/licenses or write to the Free * Software Foundation, Inc., 51 Franklin Street, Fifth Floor, Boston, MA * 02110-1301 USA. * * You can contact SugarCRM, Inc. headquarters at 10050 North Wolfe Road, * SW2-130, Cupertino, CA 95014, USA. or at email address contact@sugarcrm.com. * * The interactive user interfaces in modified source and object code versions * of this program must display Appropriate Legal Notices, as required under * Section 5 of the GNU General Public License version 3. * * In accordance with Section 7(b) of the GNU General Public License version 3, * these Appropriate Legal Notices must retain the display of the "Powered by * SugarCRM" logo. If the display of the logo is not reasonably feasible for * technical reasons, the Appropriate Legal Notices must display the words * "Powered by SugarCRM". ********************************************************************************/ /********************************************************************************* ********************************************************************************/ --> <h1>Opportunities</h1> <p>To create an opportunity, enter the following information.</p> <ul> <li><span class="helpButton">Opportunity Name</span>. Enter a name for the opportunity.</li> <li><span class="helpButton">Currency</span>. From the drop-down list, select the currency.</li> <li><span class="helpButton">Account Name</span>. Enter the name of the account related to the opportunity. To choose from the list of existing accounts, click <span class="helpButton">Select</span>.</li> <li><span class="helpButton">Amount</span>. Enter the estimated amount of the closing a sale.</li> <li><span class="helpButton">Type</span>. From the drop-down list, specify whether the opportunity is from an existing customer or a potential customer.</li> <li><span class="helpButton">Expected Close Date</span>. The expected or estimated close date for this particular opportunity.</li> <li><span class="helpButton">Lead Source</span>. From the drop-down list, specify the lead source such as Trade Show or Cold Call.</li> <li><span class="helpButton">Campaign</span>. Enter the name of related campaign, if applicable. To select from the Campaigns list, click <span class="helpButton">Select</span> and click the campaign name in the list.</li> <li><span class="helpButton">Assigned to</span>. Enter the name of the individual who is responsible working on the opportunity. To choose an existing user, click <span class="helpButton">Select</span>, and choose the person from the User List. By default, this is assigned to you.</li> <li><span class="helpButton">Next Step</span>. Enter the next step in closing a sale.</li> <li><span class="helpButton">Sales Stage</span>. The current stage of this opportunity. The value specified for the Sales Stage determines the default value displayed in the Probability field on the Opportunity page.</li> <li><span class="helpButton">Probability</span>. Enter a percentage that represents the chance of closing a sale.</li> <li><span class="helpButton">Description</span>. Enter a brief description of the opportunity.</li> </ul> Click <span class="helpButton">Save</span> to create the new opportunity; click <span class="helpButton">Cancel</span> to return to the Opportunity home page without saving the information.