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Creating an opportunity

This is how you create a new opportunity (inquiry):

  1. Open the main window

    Sales opportunity. Close the search window, if it is opened automatically when opening the main window.

  2. To create the new dataset, click

    The Project number is automatically assigned.

  3. Enter as much information into the text fields to the opportunity as possible (especially the Mandatory fields).

  4. Assign a business partner to the opportunity by selecting one in the field Main business partner.

  5. Save the new dataset by clicking


  6. If necessary, assign other datasets to the opportunity, like a contact person for example. The motive and additional information to the new opportunity should be put down in an activity or as note. Normally, you will now create a quote.

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