How to create Opportunity in ERPNext ?

An Opportunity – is a contact which has been qualified. This person has entered into your buying cycle and is committed to working with you. You have already contacted, called or met him and know their needs or requirements. The old sales rule says: “The opportunity is a deal that you have the possibility to close!”

When you know your Lead is looking for some products or services to buy,you can track that as an Opportunity.

Follow these steps to create Opportunity in ERPNext

1)

Goto

CRM->Documents->Opportunity->New

or

You can create Opportunity from Lead

In the above diagram you can see you can create Opportunity from Lead.

2)In the Opportunity form you can select opportunity from Lead/Customer and you can select Lead/Customer for which you are going to create opportunity. Here you can also mention/select Status of the opportunity like Open,Lost,Replied and you can also select Opportunity Type like Sales and Maintenance

3)In the Opportunity you can also enter Item and Qty for which the Lead/Customer is looking

In the above figure you can see,

To add items in opportunity form then Check With Items. In Item Row add items with qty.

4)In More Info add Opportunity Date,Next Contact By,Next Contact Date and Source details

5)After entering all data Save the Opportunity form

In the above diagram you can see,From Opportunity you can create quotation by clicking button Create Quotation and you can also close the Opportunity.