Step 1

Click Sales/Create Sales Opportunity in nav bar

Step 2

Set company, contact, sales person, lead quality, follow up date, and any notes.

Step 3

If Company isn't listed, click Create New Company

Step 4

Set company name, industry, and click add

Step 5

If Contact isn't listed, click Create New Contact

Step 6

Set Contact fields and click add

Step 7

Click Create to save and go to Sales Log or click Save and Create Quote to start a new Quote for this Sales Opportunity.