You add sales opportunities to record your activities with potential business partners such as meetings, phone calls or negotiations.
You have defined the following:
Business partners (in
)Sales employees (in
)Sales stages (in
)Note
You can also define business partners and sales stages from within the Sales Opportunity window while creating or updating the sales opportunity.
Choose
.The Sales Opportunity window appears in Add mode.
Choose the Business Partner Code.
In addition to the business partner code and name, the customer's default contact person and sales employee are also displayed. Adjust information as required.
Assign an Owner for each sales opportunity.
Optionally, assign a different owner for each sales stage.
In the Potential or Stages tab, enter the potential amount for each stage of the sales opportunity.
Enter any optional information, according to your requirements.
Choose Add to save the changes and close the window.