Add an Opportunity
Every Opportunity in Maximizer is associated with an Address Book entry.
- 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.
- 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.
- 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.
- From the Key Fields for drop-down list, select a Key Fields list, and enter values for the fields in the list.
- Click Save.