This task requires permissions that are found in all default security roles Defined sets of privileges.The security role assigned to a user determines which tasks the user can perform and which parts of the user interface the user can view. All users must be assigned at least one security role in order to access the system.. More information about specific permissions and performing this task while offline: Sales Permissions
You can create a case A customer service issue or problem reported by a customer and the activities that customer service representatives use to resolve it., contract An agreement to provide support during specified coverage dates or for a specified number of cases or length of time.When customers contact customer service, the level of support they receive is determined by their contract., opportunity A potential revenue-generating event or sale to an account that needs to be tracked through a sales process to completion., quote A formal offer for products or services, proposed at specific prices and related payment terms, which is sent to an opportunity, account, or contact., order A confirmed request for delivery of goods or services based on specified terms. An order is a quote that has been accepted by a customer., or invoice An order that has been billed. An invoice is also a record of a sale to a customer, including details about the products or services purchased. from within an account A company that might do business with your organization. or contact A person who represents a customer or potential customer, or an individual related to an account. For example, an individual who purchases products or services for their own use, or an employee of an account. A contact may also be a person involved in a business transaction, such as a supplier or a colleague. record. With an account or contact record open, you can quickly open a new record form, take note of an issue, sale, or other activity, and the new information is automatically linked to the record.
In the Navigation Pane, click Sales, and then click either Accounts or Contacts.
In the list of records, open the account or contact you need.
Under Sales, select Opportunities, Quotes, Orders, or Invoices.
On the Actions toolbar, click the appropriate button for the type of new record you want.
Under Service, select Cases or Contracts.
On the Actions toolbar, click the appropriate button for the type of new record you want.
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