Managing Sales Opportunities

Any incoming lead can be considered a sales opportunity. You can create opportunities and associate them to a salesperson so that you can keep track of potential sales.

Before you can start using opportunity management, you must set up sales cycles and sales cycle stages. As you create opportunities, you should provide information about the contact, salesperson, sales cycle, and dates, as well as your estimates for the sales value of the opportunity and your estimation of the chances of its success.

The following table describes a sequence of tasks, with links to the topics that describe them. These tasks are listed in the order in which they are generally performed.

To See
Set up the sales cycles that you usually follow, and the different stages within each opportunity sales cycle. How to: Set Up Opportunity Sales Cycles and Cycle Stages
Create sales opportunities that you have from your contacts. How to: Create Opportunities
Move a sales opportunity through the sales cycle to completion. Processing Sales Opportunities

See Also

Creating and Managing Contacts
Working with Financials