An opportunity is a potential sale or possible revenue from an account or contact.
The following diagram illustrates the ways that you can create an opportunity and close it when the potential customer decides whether to move forward with the sale.
There are several ways that you can create an opportunity in Microsoft Dynamics CRM:
- Create the opportunity manually.
- Convert a lead into an opportunity. For more information, see Follow a lead from creation through closure.
- Import opportunities into Microsoft Dynamics CRM from an external file.
When you know whether or not the customer is going to move forward with the sale, you can close the opportunity with a status of either Won or Lost.
