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When you know a Lead is looking for some products or services to buy, you can track that as an Opportunity.
You can create an Opportunity from:
Selling > Opportunity > New Opportunity
or open a “Open” Lead and click on “Create Opportunity” button.
Figure 1: Create Opportunity
You can also open a “Open” Lead and click on “Create Opportunity” button.
Figure 2: Create Opportunity from an open Lead
An Opportunity can also come from an existing Customer. You can create multiple Opportunities against the same Lead. In Opportunity, apart from the Communication, you can also add the Items for which the Lead or Contact is looking for.
Best Practice: Leads and Opportunities are often referred as your “Sales Pipeline” this is what you need to track if you want to be able to predict how much business you are going to get in the future. Its always a good idea to be able to track what is coming in order to adjust your resources.
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