Create a CRM Opportunity

This guide walks you through creating an Opportunity in the CRM module and explains each field in the standard input form.

Open the Opportunity Form

1. Navigate to CRM > Opportunity.

Opportunity Entry Form Fields

2. The following fields will be displayed in the insert form:

Section	Field	Description
Opportunity	Title	The opportunity title.
	State	Indicates the status of the Opportunity.
	Business Type	Indicates the type of Opportunity.
	Account	Indicates the reference account.
	Contact	Indicates the reference contact.
	Description	Allows you to enter a description of the opportunity.
	User Owner	Allows you to indicate the owner of the Opportunity.
	Source	Indicates the source that generated the opportunity.
	Loss Reason	Indicates the reason that led to the loss of the opportunity.
Amounts	Amount	Specifies the sum of money the opportunity could generate.
	Budget Confirmed	Indicates the confirmation status of the amount.
	Probability	Indicates the probability of obtaining this amount.
Step	Next Step Title	Indicates the title of the next step needed to advance the opportunity.
	Next Step Description	Indicates the description of the next step needed to advance the opportunity.

3. Fill in the required fields and click Save to store the new Opportunity.

Related Articles

• Configure Opportunity Types
• Create a CRM Account
• Create a CRM Contact
• CRM Lists