Data Entry - Do you know how to create new Opportunities?
29/05/2014 6:05 PM by
You need to know what's in the sales pipeline, and the way to do that is by entering a potential sale and it's value.
Note: In order to enter new Opportunities into CRM, the company the Opportunity belongs to must already exist.
Figure: In CRM 2013, click on Sales | Opportunities
Figure: Click New, enter the Opportunity, especially the $ value and the chance of success
Do you feel this rule needs an update?