Selecting Edit -> New Opportunity(All fields) adds a new Opportunity to your Pipeline, but allows you to enter every field in the Opportunity.
There is only one required field in an Opportunity - the first field, and you will be prompted to enter information for the first field which is typically a description of the Opportunity. The information entered in this first field is shown in the Opportunity display - it is the text that is displayed in the tree. You may then enter information into each of the other fields as you are so prompted to do. The appropriate entry control will appear in sequence as the program steps through the fields. At any time, you may click on Cancel , and either abandon entry all together, or fill any remaining fields with the default entry defined in the Template. Once an Opportunity is created, you may go back and enter/edit any of the fields.
***** Software On Sailboats Desktop Sales Manager v6 ***** Keywords: Keywords: CRM software, mobile crm ***** Copyright 2006, all rights reserved.