About Opportunities

An opportunity is defined as a potential revenue-generating event. Opportunity-related information is recorded and tracked in the views associated with the Opportunities screen. This chapter describes how sales professionals can use the Opportunities screen to perform the following tasks:

• Receive and respond to new leads that are assigned to you.

• Create new opportunities and enter related information such as accounts, contacts, activities, and products.

• View, qualify, and update opportunities assigned to you and your sales team (if you are a manager).

• Track the status of an opportunity through the sales cycle from creation to closure.

• Share information about the opportunity with sales team members.

• Generate quotes, presentations, and other types of information needed to close the deal.