Sales Opportunities

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Sales Opportunities

This purpose is to record sales opportunities from specific clients.

To record a sales opportunity, proceed as follows:

  1. Select Marketing > Sales Opportunities from the Main Menu.
  2. Select New on the Action Bar. The following screen is displayed.



Complete the form as follows.

  1. In the Opportunity name field, enter a name for this opportunity.
  2. In the Type field, select one of 1) New Customer, or 2) Existing Customer.
  3. In the Lead Source field, select one of 1) Website, 2) Email, 3) Referral, 4) Advert, 5) Call Campaign, or 6) Other.
  4. In the Status field, select one of 1) New, 2) Prospecting, 3) Evaluation, 4) Negotiations, 5) Contract Won, or 6) Contract Lost.
  5. In the Description field, enter a note that describes the sales opportunity.
  6. In the Follow-Up field, enter a date to review and update the opportunity.
  7. In the Customers field, type the client name for which this opportunity exists. Provided the client has an existing record, the field will auto-fill.


Click the New Note button to record any relevant note about this sales opportunity.

Click Save on the Action Bar.