How to Create an Opportunity for an Account in CRM

Overview:

This article provides the step-by-step process on how to create an opportunity in the account.

Go to My Apps and open Okta.
In Okta, search for Xvantage for Associates and open it.
Within X4A, hover over the left navigation menu and click Sales.
Select CRM from the Sales sub-menu.
In the Xvantage CRM sidebar menu, navigate to Customers and select Accounts.
Ensure that your view is All Account – Customer Lookup 1.  To do this, select the view drop-down and choose from the options.
To find the account you need, click the column header and use the Filter By option or the Filter by keyword bar.
Once you locate the specific account, double-click it to open the account details. 
On the account information page, click on Transactions tab.
Under Opportunity, click the ellipsis icon (⋮).
Select +New Opportunity from the options.
The Quick Create: Opportunity panel will open on the right side of the screen.
Input the required information.
Click Save and Close to save the opportunity record.