<< 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.
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.