To add a new opportunity record, first go to the Opportunity List and select Create.
In the window that opens, you can enter a Title for the opportunity.
After this, the following options are available:
Save – This will save the opportunity and take you to a window where you can add further details. This window is explained below.
Save and View Summary – This will save the opportunity and take you to the Opportunity Summary page.
Save and Close – This will save the opportunity and return you to the Opportunity List.
Cancel – This will discard the opportunity without saving.
If you have selected Save, you can enter further opportunity details in the Edit Opportunity window. Once you have added the necessary details, select Save to go to the Opportunity Summary.
For more information, take a look at the full help page for Creating a New Opportunity.
Keywords: Opportunity, Business Opportunity, Conversion, New Client