First you have to select the desired company. The navigation on the left expands as soon as you clicked the name of the company. Now click Opportunities below the company's name and afterwards the tab Add.

With opportunities you calculate your chances for sales and distribution per company and per month. Therewith you can capture monthly potential sales volume and you can  provide the probability of contract placing.

The contact person, which should be selected, has to exist as a user in the portal and has to be connected with the company. You can find he corresponding function in the details of the copmpany, in the area „User“.

The field Status and Next Step have to be defined first. Enter the desired options under Marketing & CRM > Companies > Opportunity Settings.