Customer Sales opportunity

<< Click to Display Table of Contents >>

Navigation:  Customers >

Customer Sales opportunity

The sales opportunities tab gives you a list of all opportunities assigned to the customer and their current status.

 

customer_sales_opp

 

New Sales Opportunity - this will display the sales opportunity entry screen, creating a new empty record.

 

Edit Sales Opportunity - this will display the sales opportunity currently selected, allowing the user to make changes as required.

 

Delete Sales Opportunity - will delete the selected sales opportunity as required.