Creating an opportunity in the CRM

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The following guide addresses the issue of creating an Opportunity in the CRM, explaining the meaning of the standard input form fields.

1 – Open the CRM – Account, Via CRM -> Opportunity

2 – The following fields will be displayed in the Insert Form:

The meaning of the fields is as follows:

Section	Fields	Description
Expediency	Title	The Company Account Name
	State	Indicates the type of Account
	Typology Business	Indicates the type of Opportunity
	Account	Indicate the reference account
	Contacting	Indicates the reference contact
	Description	Allows you to enter a description of the opportunity
	User Owner	Allows to indicate a user owner of the Opportunity
	Source	Indicates the source that generated the following opportunity
	Loss Reason	Indicates the reason that led to the loss/renunciation of opportunity
Amounts	Amount	Specify the sum of money that could generate the opportunity
	Budget Confirmed	Indicates the confirmation status of the Sum
	Probability	Indicates the probability of obtaining this sum
Step	Next Step Title	Indicates the title of the next step needed to get the opportunity.
	Next Step Description	Indicates the description of the next step needed to get the opportunity.