Create or edit an opportunity

Can I do this task?

1. In the Navigation Pane, click Sales, and then click Opportunities.
2. In the Records group, click New or open the record that you want to edit.
3. In the General section, enter or edit information or observe any noted restrictions or requirements as needed:
   • Topic

     Enter what interests the opportunity, such as specific product details.

   • Potential Customer

     Enter the account or contact associated with this opportunity. This appears on the main opportunities page.

   • Revenue

     If pricing is automated for your company, select System Calculated. If not, select User Provided.

   • Est. Revenue

     Opportunities with products added to them have their estimated revenue value calculated based on the base price, volume discounts, manual discounts, taxes, and other pricing modifications. When opportunities are saved, Microsoft Dynamics CRM recalculates the estimated revenue value based on any changes to the products or product quantities associated with the opportunity. This appears on the main opportunities page.

   • Probability

     Enter a number from 1 to 100 to indicate the likelihood of a sale occurring.

   • Est. Close Date

     You must use your organization's selected date format, such as 01/01/2006 or 31.12.2005. This appears on the main opportunities page.

   • Currency

     Select the currency in which to calculate the opportunity.

4. In the Line Items section, enter information or observe any noted restrictions or requirements as needed:
   • Price List

     If your company has price lists Groups of the specific prices that can be charged for each unit in the unit groups of products. Price lists are used to determine the pricing in a quote for a customer. A default price list can be added to a product. set up, specify the appropriate price list.

5. Under Information, click Notes & Activities. In the Notes section, add the information that applies to your record.
6. Under Preferences, enter information or observe any noted restrictions or requirements as needed:
   • Owner

     By default this is set to be the creator of the record. Click the Lookup button to search for other records.

   • Originating Lead

     If this opportunity is a converted lead A potential customer who must be qualified or disqualified as a sales opportunity. If a lead is qualified, it can be converted to an opportunity, account, and/or contact., this field will automatically show that lead record.

   • Source Campaign

     If this opportunity is a converted campaign response A record of the communication you receive from a potential customer in response to a specific campaign., or if this field was set when the lead was created, then this field will automatically show that campaign A marketing program that uses many communication vehicles to accomplish a specific result. For example, using advertisements and direct mail to increase market share, introduce new products, or retain customers. record. However, you cannot set the Source Campaign field for a completely new opportunity record.

7. Click Save or Save and Close.

Note

To convert an opportunity into the originating lead, open the opportunity. In the Preferences section, click the lead in the Originating Lead box. Then, on the lead form, in the Actions group, click Reactivate Lead. Close the opportunity that was created when you converted the lead.

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