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Crear una nueva oportunidad

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Primer paso

Create a new Opportunity
⦁ Opportunities can be generated from Lead Management Details Screen by clicking on “Opportunity”.

Crear una nueva oportunidad
Crear una nueva oportunidad

Segundo paso

These can also be created from the “Opportunities” tab in “Lead Management” or “Customer Management”.

Tercer paso

Enter the required information under “Details”
⦁ “Deal Name” is auto-filled with the Lead/Customer Name.
⦁ Enter the estimated probability of sale.
Step 3:
⦁ Enter the estimated revenue for the “Opportunity”
⦁ Enter a “Type” and/or “Brand” if necessary.
⦁ Estimated prices can be set beforehand but the user can change the estimated price by editing the “User Price” column.

Crear una nueva oportunidad

Cuarto paso

Save the Opportunity.

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