Creating an Opportunity for an Account

Create a new opportunity for an account.

  1. Select Accounts.
  2. Select an account to view its fact sheet.
  3. (Windows Mobile Standard). Select Opportunities.
  4. Select Menu > Create Opportunity.
  5. Select the Opportunity Type, then Next.
  6. Select the Partner Type, then Next.
  7. Enter the opportunity details, then Next.
  8. Select Save.
Related tasks
Searching Accounts
Viewing Accounts
Creating a New Account
Creating a Lead for an Account
Calling the Account Phone Number
E-mailing an Account
Updating Account Details


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