Any incoming lead can be considered a sales opportunity. You can create opportunities and associate them to a salesperson so that you can keep track of potential sales.
Before you can start using opportunity management, you must set up sales cycles and sales cycle stages. As you create opportunities, you should provide information about the contact, salesperson, sales cycle, and dates, as well as your estimates for the sales value of the opportunity and your estimation of the chances of its success.
The following table describes a sequence of tasks, with links to the topics that describe them. These tasks are listed in the order in which they are generally performed.
| To | See |
|---|---|
| Set up the sales cycles that you usually follow, and the different stages within each opportunity sales cycle. | How to: Set Up Opportunity Sales Cycles and Cycle Stages |
| Create sales opportunities that you have from your contacts. | How to: Create Opportunities |
| Move a sales opportunity through the sale cycle to completion | Processing Sales Opportunities |
Manage Sales
Create and Manage Contacts
Working with Dynamics NAV
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