Creating an Opportunity

Create a new opportunity

  1. On the home screen, select Opportunities.
  2. Select Create Opportunity.
  3. Select the Opportunity Type, then Next.
  4. Enter a Description.
  5. (Optional) Enter information in the other applicable fields, then select Next.
  6. (Windows Mobile Standard) Indicate the associated contacts and accounts, then select Next.
  7. (Optional) Select Menu > Add to add an item (product) to an opportunity.

    You can also search for the product by performing an online search. You must have network connectivity to perform an online lookup. If you attempt an online lookup without network connectivity, the application hangs until you are connected with the network. To continue working offline, cancel the search.

    1. Enter a Description (including the required asterisk as a wildcard).
    2. Select Search By Description. The SAP server returns all products that match the search criteria.
    3. Select a product.
  8. Select Save.
Parent topic: Opportunity Management
Related tasks
Searching and Viewing Opportunities
Updating Opportunity Details
Adding a New Line Item to an Opportunity
Updating an Opportunity Line Item

Created March 2, 2010. Send feedback on this help topic to Sybase Technical Publications: pubs@sybase.com