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Create a new opportunity from customer portfolio

You can now create a new opportunity from the Opportunity history tab in the Customer portfolio. Specify the opportunity type to create by choosing an option from the drop-down menu and click New.

See Also

Opportunities changes

Action plan stages are numbered

Mark multiple notes as complete

Leave fields unchanged when changing Opportunity stages

Drop-down lists added to Opportunity creation

Relate Action Plan templates to Opportunity Types

New OpportunityCreator security role

Copy an Action Plan

Manager automatically assigned to opportunity

Attach document templates to opportunity types

Attach documents to opportunity emails

Delete multiple Opportunities from Opportunity List

Differentiate imported opportunity descriptions

Company Name displayed as Opportunity Contact

Task dates now checked for discrepancies

Task window displays opportunity name

Rename the Prospect field

Email notification must have assignee


ASI logo 10.6 Production Release. Updated 2/8/2006 4:43:58 PM
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