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Introduction
» My-CRM
Using My-CRM
» Logging onto My-CRM
» Setting up My-CRM
» Setting up User Access
» Synchronise Outlook
» Navigating around My-CRM
» Create New Customer Record
» Create New Opportunity
» Create New Quotation/Invoice or Purchase Order Record
» Create Recurring Invoice
» Copy Existing Invoice
» Record Invoice Payment
» Item Maintenance
» Create Discount Item
» Create Project/Issue
» Enter Project Time & Billing
» Create Project Invoice
» Create Diary Event
» Using My-CRM on Network
» Email Settings
» Importing Data
» Attaching Document
» Contact Clipboard
» Invoice Clipboard
» Filters
» Sending Emails
» Mail Merge
» Modifying Reports & Invoices
 

Create New Opportunity

Opportunities allow you to track potential sales before they get to quotation or invoice. Tracking potential sales help in forecasting future sales

Oppotunity

Entering data in the same format as an quotation or invoice, opportunites will also let you track the progress of the sale.

Objective

As you track the progress of the sale you can either record it as a lost sales or convert it to either a quotation or an invoice by clicking on the "convert" link on the menu bar

Convert

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