Sage Software Network Router 5.8 Manuel d'utilisateur télécharger pdf (Page 26)

Managing Leads, Opportunities, and Cases

To create a new lead, opportunity, or case:

1. Click on the New menu button, and select Lead,

Opportunity, or Case from the list in the context area.

New Opportunity

2. Type the details in the input form. You'll need to scroll down

to complete all of the details

3. Select the Save action button from the context area.

Alternatively, you can find a specific person or company and

link the lead, case, or opportunity to it.

3–10 Sage CRM

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Sage Software Network Router 5.8 Manuel d'utilisateur Page 26