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.

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 ...