Add an Opportunity

Updated 3 years ago by Celina Kwan

To complete this procedure, you must have Insert permission for Opportunities.

Every Opportunity in Maximizer is associated with an Address Book entry.

  1. Click on the Address Book entry or on an Opportunity associated with the Address Book entry to make it the current entry.

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In the Hotlist page, click on an activity associated with the Address Book entry to make it the current entry.

You can select a different Address Book entry in the Opportunity Details tab by clicking the Company/Individual field.
  1. In the Address Book page, select Actions > Create an Opportunity.

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In the Address Book page, right-click and select Create an Opportunity.

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In the Address Book or Hotlist page, select the Opportunities following tab, and select the Add icon.

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In the Address Book or Hotlist page, select the Details following tab, and under Actions, select Create an opportunity.

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In the Opportunities page, select Edit > Add Opportunity.

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In the Opportunities page, right-click and select Add Opportunity.

  • The Details following tab opens in the Opportunities page.
  1. Specify the basic fields for the opportunity.

  • Enter the opportunity Objective. The objective should describe the goal of this opportunity.
  • Select the applicable Products/Services and Categories.
  • Enter the Description of the opportunity.
  • Under Opportunity Analysis, select a Process, Stage and Confidence Rating for the Opportunity.
Mandatory opportunity fields are marked in red.
  1. From the Key Fields for drop-down list, select a Key Fields list, and enter values for the fields in the list.

  1. Click Save.

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