A new Sales Opportunity record can be created in two ways:
| 1. | From the Opportunities window: From the main Commit window, open the Opportunities window and press the New button at the top of the screen. A new Opportunity window now opens in which you can enter the basic information about this Opportunity.  Creating a new Sales Opportunity from the Opportunities window When this window is completed, a more detailed Opportunity window opens in which you can store many more details concerning the potential deal. For more information see the Opportunity Fields section. |
| 2. | From the Accounts window: You can also create a new Opportunity from the Accounts window. To do this, open the Accounts window of the potential client, or, for a new client, create a new Account. In the Accounts window, select the Opportunities tab and click the New button at the bottom of the screen. A new Opportunity window now opens in which you can enter basic information about this Opportunity. When this window is completed, a more detailed Opportunity window opens in which you can store many more details concerning the potential deal.  Creating a new Sales Opportunity from the Accounts window |
For more information about the fields in the detailed Opportunities window, see the Opportunity Fields section.