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Entering a New Opportunity

Entering a New Opportunity

If you have selected the "Opportunities" tab, on the left side of your screen is a column of buttons. Click on the "New" button at the top of the column and the "Opportunity Profile" will open.

There is a lot of good information that could be included here. You do not have to deal with it all right this minute, as you may always edit the profile later.

 

Navigate through the tabs using the "Next" and "Prev" buttons at the bottom of the screen, or click directly on the tabs.

 

When satisfied with your entries, click "Finish" to save your information. If you click "Cancel" you will lose all the information you have just entered.

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