Creating New Leads & Opportunities

Add New Lead / Opportunity

From the Customers menu, select Leads > Add New Lead or Opportunities > Add New Opportunity

You will be presented with the same fields as adding a new Account, with the addition of a Status menu.

Track your progress toward qualifying and winning a new account. Opportunities and Leads can be marked as Disqualified/Lost, or Won - at which point you are prompted to "Convert to Account". All the sales data will then be available on the Account and you can choose to allow the account to log-in to their customer portal.

What’s Next