How to Create an Opportunity from a Contact in CRM

Overview:

This article provides a step-by-step process on how to create an opportunity from a specific contact in X4A CRM.

Process:

1. Go to My Apps and open Okta.

2. Search for X4A in Okta and then click it. Xvantage for Associates (X4A) will open in a new tab.

3. Within X4A, hover over the left navigation menu and click Sales, then select CRM.

4. In the Xvantage CRM sidebar menu, navigate to Customers and select Contacts.

5. Make sure your view is the All Contacts to show all contact records.

6. Use the filter or quick find to search for the specific contact.

7. Open the contact details by clicking its name (a hyperlink).

8. On the right-hand side of the screen, locate the Recent Opportunities section.

9. Click the New Opportunity button to start creating a new opportunity.

   Note: If the contact has already opportunities, the button New Opportunity is not available.

10. A panel titled Quick Create: Opportunity will slide in from the right side of the screen.

11. Fill in the following fields:

    • Subject – Brief description of the opportunity

    • Est. Revenue – Expected revenue amount

    • Est. Close Date – Anticipated closing date

    • Customer Need – Describe the customer's need or requirement

12. Once all required fields are completed, click Save & Close. The new opportunity will then appear in the Recent Opportunities list if saved successfully.