Create a New Opportunity

The Create New Opportunity screen (see Figure 1 below) is where create a new project.

You access Create New Opportunity from the Sales > Create New Opportunity, shown below.

Figure 1

The Create New Opportunity screen (see Figure 1) is where a new project can be created.

Figure 2

Create New Opportunity

1. Enter a Job Name. (Required)
2. Enter Address.
3. Enter a City.
4. Select a Country. (Required)
5. Select a State. (Required)
6. Enter a County.
7. Pick a Bid Type.
8. Select an Estimator.
9. Select a Sales Person. (Required)
10. Enter a Bid Date. (Required)
11. Enter a Bid Time.
12. Select a Mfg. plant. (Required)
13. Select a project type. (Required)
14. Select a market segment. (Required)
15. Select a primary product. (Required)
16. Select a source of project. (Required)
17. Select a job region. (Required)
18. Select a probability. (Required)
19. Enter an estimated project value. (Required)
20. Click the Save button to save this information and view the information or click the Save & Close to save this information and go back to the main screen.