Creating and Using Opportunities

Business Contact Manager is geared primarily to people in sales, and the inclusion of the Opportunity item type illustrates that focus. You can use opportunities to track sales leads at various stages, from the initial inquiry through to the placement of the order.

To create a new opportunity, open the Opportunities folder and click New on the toolbar; or chose File, New, and then Opportunity. As Figure 19-23 illustrates, the General page for an Opportunity item includes a name for the opportunity, source for the lead, stage of the sale, and product list, among other sales-related fields. The User-Defined Fields page enables you to include additional fields to specify additional information in your Opportunities ...

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