Work with Opportunities

Opportunities represent a potential sale to an account A company that might do business with your organization. or contact A person who represents a customer or potential customer, or an individual related to an account. For example, an individual who purchases products or services for their own use, or an employee of an account. A contact may also be a person involved in a business transaction, such as a supplier or a colleague..

Create or edit an opportunity

Add or remove a product

Associate an account or contact with an opportunity

Add or delete a quote, order, or invoice

Add or remove a competitor

Recalculate the estimated revenue

Close an opportunity

Reopen an opportunity

Use the History pane

Default sales reports

What else can I do? More tasks...