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Microsoft Dynamics CRM 2011 Unleashed
book

Microsoft Dynamics CRM 2011 Unleashed

by Marc Wolenik, Damian Sinay, Rajya Bhaiya
September 2011
Intermediate to advanced content levelIntermediate to advanced
1008 pages
24h 27m
English
Sams
Content preview from Microsoft Dynamics CRM 2011 Unleashed

Creating a New Opportunity

To create a new Opportunity, navigate to Opportunities in the Sales area and select New. The required fields for an Opportunity are Topic, Potential Customer, and Currency (see Figure 8.9). The Potential Customer field can be any existing active Account or Contact.

Figure 8.9 New Opportunity form.

image

Although the Price List is not required, you cannot add any products to the Opportunity until you have selected one. Probability is a field designed to contain a number between 1 and 100 to represent the probability of a close. This example uses a probability of 50—that is, a 50% chance that we’ll be able to convert this Opportunity ...

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Publisher Resources

ISBN: 9780132682084Purchase book