As noted, there are multiple places Opportunities can be accessed in the software.  For instructional purposes, we will add one from the main Edge menu.

To start a new Opportunity:

1. Click Clientele > Opportunity > Add.  The Add a new opportunity screen will appear.
2. Use the buttons in the top right to either find an existing customer or add a new one.
   
    
3. After identifying the customer, the default preferred Contact Methods will appear.  The button in the top right will change to Customer Contacts – use this to select and edit how this customer should be contacted for this opportunity.
   
    
4. Next, specify the Opportunity details:
   
    

   Budget	The amount the customer wants to spend.
   Potential Value	The potential value of this sale; it will automatically default to the Budget but can be increased to indicate the potential for an up-sale.
   Event	What event is this sale for?  For example, a birthday.
   Event Date	What date is the event?  Note that the customer’s birthday, spouse’s birthday, and anniversary dates can be automatically filled in from the customer’s record.
   Expected Close Date	When do you anticipate closing this sale?
   Associates	Which associate or associates will be working this opportunity?
   Title	The title for this opportunity.  For example, a Gift.
   Description	Details on this opportunity.
   Stage	What stage is this opportunity starting at?  The default value is set via Opportunity Settings.
   Priority	What aspect of this potential sale is most important to the customer?  For example, do they need it by a specific date?  Are they looking to stay within a specific budget?
   Why In	What brought the customer in today?  This shares the same Why-In list found at POS.  There is a system option that controls whether this is required.
   Categories	What categories might the customer be interested in seeing items from?  Categories can be selected via the drop-down or by typing in the category number.

   
    
5. After completing the form, click Save/Close.
   
    
6. The Opportunity will automatically open.  See the next section for information on working with it.