After an opportunity record has been saved, it is possible to attach information related to the opportunity and create estimates and other transactions for the deal.
1. Attaching Information to Opportunities
To add information to an opportunity record, go to Transactions > Sales > Create Opportunities.
On the Opportunities list, click the date for the opportunity you want to add information to.
You can add information to an opportunity record on the following subtabs under the Communication subtab:
Messages – Click Send Email to send an email to contacts associated with this company. To send email to a contact, the contact's record must include a valid email address. Click Save Message to record a message that you receive from a contact associated with this opportunity. You can copy and paste an email message or record information received from a phone call or fax.
Activities – Enter the title and other information for each activity, and click Add. For information about adding contacts, see Sending Event Invitations.
Files – Select a file in the Attach File column and click Add to attach a file from your file cabinet to the opportunity. Select New to upload a new file to your file cabinet.
User Notes – Enter a title, memo, date, and other information to create a note about this opportunity.
On the Relationships subtab, attach contacts, partners, and competitors to your opportunities.
Contacts – Select a contact in the Contact field, select that contact's role, and click Attach to attach an existing contact record to the opportunity. To create a new contact for this opportunity, click New Contact.
Partners – Select a partner you want to associate with this opportunity, choose the partner's role and contribution percentage, and click Attach.
Competitors – Select a competing company in the Name column, and click Add. When you edit the opportunity, you can check the box in the winner column on the Competitors subtab in the event that another company closes the deal.
You can create new competitor records at Lists > Relationships > Competitors > New. When you edit the opportunity, you can check the box in the winner column on the Competitors subtab in the event that another company closes the deal.
2. Creating Estimates and Other Transactions for an Opportunity
When agreement is reached over one of the proposals, it is possible to create an order from the opportunity, and the opportunity is closed and considered won.
To convert an opportunity to an order, click the Create New Button, and select New Sales Order, New Cash Sale, or New Invoice.
The transaction is automatically filled with the items and company information from the opportunity record. Transactions created outside of the opportunity record do not appear on the opportunity.
You can also associate an estimate or sales transaction with an opportunity by selecting the opportunity in the Opportunity field on the transaction.
Estimates appear on the Estimates subtab. Invoices, cash sales, and sales orders appear on the Closed subtab.
When a sales order, invoice, or cash sale is created for this opportunity, the opportunity's status changes to Closed Won.
When you create an estimate for an opportunity, the opportunity itself no longer shows on forecast or pipeline reports.