Opportunities
Record repeat business without duplicating the customer.
Sign in with your own approved account. Open Opportunities through the sidebar or Master setup. Some actions require administrator/manager permission. Screens use anonymized test data; sample totals are not your company results.
What to do
- Expand New opportunity for an existing customer.
- Choose the company/customer, enter opportunity title, owner, estimated value and closing date.
- Save and review the opportunity; update its stage as the sale progresses.
Check the result
The opportunity remains linked to its customer and its value is separate from the lead pipeline.
Screen markers
- 1. Refresh
- 2. New opportunity for an existing customer
On narrow screens, scroll to reach the remaining form fields and actions. Close help to return to your unfinished form.
Why and how this activity works
Create an account in Companies & contacts, add contact names/designations and primary contact, then explicitly link the customer lead. Existing lead company text remains until linked; it is not automatically an account. Create opportunities for the linked customer with value, stage, expected close and owner. Edits preserve the contact’s company association. Use reviewed contact updates rather than creating duplicate contacts.
हिन्दी में समझें
पहले कंपनी खाता बनाएँ। संपर्क व्यक्ति का नाम, पद और मुख्य संपर्क जोड़ें। फिर ग्राहक की लीड को उस कंपनी से जोड़ें। लीड में सिर्फ कंपनी नाम लिखने से खाता नहीं बनता। एक ही ग्राहक के कई बिक्री मौके बना सकते हैं। संपर्क का विवरण बदलने के लिए उसका रिकॉर्ड खोलें; नया डुप्लिकेट संपर्क न बनाएँ।
If something is missing or fails
Check role access, selected record and filters. Read validation errors before retrying. For a conflicting edit, refresh and review the current record. A saved setting does not prove a provider connection is active.
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