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: : Creating an opportunity
To create a new opportunity:
- Once connected to the portal, click on the button
then select Opportunities.
- Select a client portfolio to which you want to attach the opportunity..
- Click on
.
- From a customer / prospect card, click on the button to the right of the page.
- In the New opportunity pane, enter the basic information:
- The customer or prospect account (mandatory) to which the opportunity is attached. As you type, Akuiteo will suggest existing customers / prospects..
- Click on the customer / prospect name to select it..
- If you want to quickly create a new prospect, click on Créer that appears and validate.

- An opportunity name (required)
- An estimated amount
- An estimated number of days
- Unfold the lower zone to enter secondary information:
-
- The sales representative in charge of the opportunity (default: current user).
- The main contact and his phone (either via the suggestion proposed by Akuiteo either creating it on the fly. If the contact is already present, you will be prompted to update the information about them.
- A provisional signature date.
- Save.
An "opportunity" card is created and appears in the first column of your table.
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