Opportunities
The Opportunities form is used to store detailed information on every sales opportunity offered to prospects or customers. This serves as sales rep's marketing tool or organizer in handling sales opportunities that when handled effectively will soon close the Sale. This is also used to track status of each opportunity and helps decision makers analyze results. You can be as detailed as you feel necessary.
You will notice that at the top of this form are two tabs, which help group the opportunity's information better. It is like having two forms connected together for each opportunity. You will also notice that the Opportunity ID, Customer ID, Name and Description fields at the top of the form remain there in both tabs so you always know what opportunity you are working on when switching between the tabs.
The Opportunity Tab shows you general information about an opportunity. See Adding Opportunities
The Notes tab shows you a list of all the opportunity notes. See Opportunity Notes
This form can be used to add or edit records in the Opportunities form. To add new opportunities, simply click the New button at the top of this form. If you need to edit existing opportunities, just select the record you want to edit and make any necessary changes to the fields for that record. For complete details on all the field descriptions for this form and a step by step guide on how to enter new opportunities. See: Adding Opportunities
The record navigation buttons at the bottom of the form are used to move from one opportunity to another. It also displays how many records are in the opportunities form and what record you are currently on. Clicking on one of the buttons will navigate you through your existing data. You may use the Find button to find a specific record.
There are several helpful options that can be set in the Company Preferences forms to help make data entry easier and faster. One great feature in the Company Preferences form is to have the text fields displayed a certain way when you enter data so that it is easier to read and more consistent throughout the program.
Toolbar Buttons
Toolbar Buttons perform an action on the current record like adding, deleting or saving.
The New button will clear the form to allow a new opportunity to be added.
The Save button will save the selected opportunity record.
The Find button will allow you to search for opportunities.
The Delete button will delete the selected opportunity.
The Undo button will cancel out the last change/s done to the record reverting it to its older state.
The Customer button will open the Customers form to the selected Customer.
The Initiate button will allow you to create a new order transaction for the selected customer.
The Schedule button will open the Schedule Activity form where you can schedule a call, meeting, or to-do. See: Schedule Activities
The Close button will close the Opportunities form.
Press F1 or click F1-Help button in the Status bar for help on how to use the Opportunities form
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