CRM Opportunities Overview

CRM Opportunities are independent records that allow you to manage and track potential new or additional business opportunities. They serve as a central hub for activities, documents, and communications related to each opportunity.

Key Features of CRM Opportunities

Comprehensive Tracking:
- Link Activities, Attachments, Notes, and Quotes directly to Opportunities
Flexible Associations:
- Opportunities can be associated with:
  - Contacts
  - Customers
  - Vendors
  - Leads

Adding a New Opportunity

When creating a new Opportunity record, you will need to provide the following details:

Field	Description
Name	A unique name to identify the Opportunity.
Type	The type of Opportunity (e.g., "New Construction" or "Project Work"). These are maintained in Admin.
Stage	The current stage in the sales process (e.g., "Lead," "Proposal Sent," or "Closed Won"). These are maintained in Admin.
Associated Record	Link the Opportunity to a specific Contact, Customer, Vendor, or Lead.