Enter Opportunities

If your company uses opportunities to generate quotes to send to customers, follow the steps below to enter opportunities that are in the sales process:

  1. Get an Opportunity Detail list report from your previous accounting system, which you wish to transfer. It should include all opportunities that are still open and do not have an associated customer approved quote.

  2. Access the Opportunities transaction from the Sales\Opportunities menu and start a New Opportunity.

  3. Enter all opportunities from the Opportunity Detail list report.

  4. Print an Opportunities Detail report and compare it to the report from your previous accounting system.