Data Entry - Do you know how to create new Opportunities?
Updated by Brady Stroud [SSW] 1 year ago. See history
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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.
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**Note:** In order to enter new Opportunities into CRM, the company the Opportunity belongs to must already exist.
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✅ Figure: In CRM 2013, click on Sales | Opportunities
✅ Figure: Click New, enter the Opportunity, especially the $ value and the chance of success
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