MEJ Sales AI

Today, we’re going to explore the opportunities tab and the sales tab. Let’s start by understanding how to create an opportunity. It’s a straightforward process. We simply click on the plus icon and proceed to enter the name, account, contact, campaign, opportunity stage, amount, probability, and close date. Additionally, we can assign a resource and a user, and provide a description to ensure that the assigned user comprehends the nature of the opportunity and how to handle it. Once these details are entered, we click “save” and “close” to create the new opportunity. I hope this walkthrough has provided a clear understanding of how to create opportunities.

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