Search the Aria Knowledgebase for
User Documentation, APIs, SDKs, and more!

 

Home > Aria Crescendo Documentation > Aria for Salesforce > Aria for Salesforce > Opportunity Management

Opportunity Management

This article applies to:Aria Crescendo

Overview

Opportunities are the sales and pending deals that you want to track. By adding opportunities within Salesforce, you are contributing to your sales forecast. 

You can create an opportunity by following the steps in this article. Once you have created your opportunity, the same setup steps, such as billing options, promotions, and termed agreements, apply to both and can be edited at any time.

Creating an Opportunity

Getting Here: Click Opportunities > New

  1. Enter the details of the opportunity. Required fields are marked with red.
  2. Click the Search button next to the Account Name field and select the account for which you are creating the opportunity.

new opportunityv2.png

  1. Click Save.

You can edit an opportunity's information at any time, by going into the opportunity, clicking Edit, making all applicable changes, and clicking Save.

Once you have created an opportunity or quote, continue to set up the opportunity through the plan wizard.

 


You must to post a comment.
Last modified
12:57, 9 May 2017

Tags

Classifications

This page has no classifications.