Create or edit an opportunity

Can I do this task?

Part of your sales process will likely involve creating opportunities Potential revenue-generating events or sales to accounts that need to be tracked through a sales process to completion.. You may have an existing customer call and ask about a new product or service your organization is offering. In this case, you would want to create an opportunity because it is an existing customer and there is a greater chance that this opportunity will result in a sale.

1. In the Navigation Pane, click Sales, and then click Opportunities.
2. On the Actions toolbar, click New, or open the record that you want to edit.
3. On the General tab, enter information or observe any noted restrictions or requirements as needed:
   • Topic

     This information should reflect what the opportunity is interested in. For example, if an existing customer called and asked for details on a product, then you would want to list the name of the product as the topic. You can use accent marks when you enter data, for example, in a customer's name. Your ability to sort and find information is not affected by these accent marks.

   • Potential Customer

     This customer will be either the account or contact associated with this opportunity.

     This value appears in the list of opportunities on the main opportunities page.

   • Price List

     If your company has price lists Groups of the specific prices that can be charged for each unit in the unit groups of products. Price lists are used to determine the pricing in a quote for a customer. A default price list can be added to a product. set up, specify the appropriate price list.

   • Currency

     Select the currency in which the opportunity will be calculated.

   • Revenue

     If pricing is automated for your company, select System Calculated. If not, select User Provided.

   • Est. Revenue

     Opportunities with products added to them have their estimated revenue value calculated based on the base price, volume discounts, manual discounts, taxes and other pricing modifications. When opportunities are saved, Microsoft Dynamics CRM Online recalculates the estimated revenue value based on any changes to the products or product quantities associated with the opportunity.

     This value appears in the list of opportunities on the main opportunities page.

   • Est. Close Date

     You must enter the date in the format your organization has set for dates. For example, 01/01/2006 or 31.12.2005.

     If you omit leading zeros in a date, Microsoft Dynamics CRM Online will add them automatically. For example, when you type 1/1/06, Microsoft Dynamics CRM Online will display it as 01/01/2006, if that is the date format of your organization.

     This value appears in the list of opportunities on the main opportunities page.

   • Probability

     Enter a number between 1 and 100 to indicate the likelihood of a sale occurring.

4. On the Administration tab, enter information or observe any noted restrictions or requirements as needed:
   • Owner

     This box is filled automatically with the name of the user who is creating the record. You can click the Lookup button to search for other records.

   • Originating Lead

     If this opportunity was the result of converting a lead A potential customer who must be qualified or disqualified as a sales opportunity. If a lead is qualified, it can be converted to an opportunity, account, and/or contact., then this field will automatically show the lead record.

   • Source Campaign

     If this opportunity was a result of converting a campaign response A record of the communication you receive from a potential customer in response to a specific campaign. to a lead, or if this field was set when the lead was created, then this field will automatically show the campaign A marketing program that uses many communication vehicles to accomplish a specific result. For example, using advertisements and direct mail to increase market share, introduce new products, or retain customers. record. However, you cannot set the Source Campaign field for a completely new opportunity record.

5. On the Notes tab, click Click here to enter a new note, and add the information that applies to your record.
6. Click Save or Save and Close.

   Resolve potential duplicate records.

   1. If the system detects that your record might be a potential duplicate, instead of saving the record, you'll see the Duplicates Detected dialog box.
   2. To open a record to make sure it is a potential duplicate, in the Potential duplicate records list, double-click the record.
      • If the duplicate-detection rule A rule that specifies criteria for identifying a record as a duplicate. identified potential duplicate records in other record types, review records from each record type listed.
   3. If your new or updated record is not a duplicate, to create the new record, click Save Record.

      - OR -

      If your new or updated record is a duplicate, to cancel your changes, click Cancel.

   Notes

   • If you enter a duplicate record within a few minutes of entering the first record, Microsoft Dynamics CRM Online will not detect the duplicate record. The matchcodes Codes created for every record that a duplicate-detection rule might apply to, used as part of the process of detecting duplicates. for new and updated records are created every five minutes, rather than as a record is created.
   • Duplicate detection can take place only if duplicate detection is enabled in Duplicate Detection Settings and if at least one duplicate-detection rule A rule that specifies criteria for identifying a record as a duplicate. exists for the record type.More information: Avoiding Duplicate Records

Note

To convert an opportunity into the originating lead, open the opportunity, click the Administration tab, and then click the lead in the Originating Lead box. Then, in the lead form, click Reactivate Lead on the Actions menu. Close the opportunity that was created when you converted the lead.

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