Home → TechDocs → Opportunities → How to Create an Opportunity
This document will provide you with the steps needed to create a new opportunity within your database.
Step 1: On the contact record for the property owner who provided you with the Opportunity, click the Note button.
Step 2: On the Note screen that appears, select Opportunity from the Sales Type drop-down list.
Step 3: In the Opportunity section at the top right, input the appropriate Amount, Expected Date, and Probability % of closing the deal.
Step 4: Relate the note to the appropriate Property record. Begin by clicking the Lookup button to the right of the Property field.
Step 5: On the Locate Property screen, Search for the property, click on the appropriate property record from the search results list and click Select.
Step 6: Add any appropriate comments or notes about the phone call or the opportunity. When complete click the Save button.
Congratulations! You have entered your opportunity into your database.