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Microsoft Dynamics® CRM 4.0 Step by Step by Jim Steger Mike Snyder Kara O’Brien, and Brendan Landers

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Creating an Opportunity

Opportunities represent potential sales, and many organizations carefully monitor their opportunity data to help them:

  • Understand the sales pipeline.

  • Evaluate the performance of individual sales representatives.

  • Forecast future demand.

When you work with an opportunity, you can track all of the activities related to the potential sale, such as tasks, phone calls, and e-mail messages.

By default, you can track the potential customer’s name, estimated close date, estimated revenue, probability, and rating for each sales opportunity. Many organizations customize the opportunity form to track additional data about the potential sale, depending on the products and services they provide.

You can choose between two revenue settings ...

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