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1. From CRM module, click Opportunities. All Opportunities search screen will appear. 3 tabs will be available (All Opportunities, Pipeline Forecast, Win/Loss Analysis)

Image 1 - All OpportunitiesImage Modified

2. Click New toolbar button to create new opportunity. New Opportunity screen will appear.

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***if Line of Business is Software, refer to image 2.2, if not refer to image 2.1

Image 2.1 - Line of Business is not SoftwareImage Modified

Image 2.2 - Line of Business is SoftwareImage Added

3. Select Direction (Sale / Purchase)

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