1. Click [Create New] button in the Work Area Header.
2. Click  Opportunity in the drop down menu to open a New Opportunity window.

1. Click [Create New] + icon, to open a New Opportunity window.

1. From within the work click Opportunities bookmark or scroll down to the Opportunities panel
2. Click [Edit] to open the edit view for opportunities.

3. In the Opportunities panel click [Create New] to open the available list of opportunity types.
4. Click to select type to open the New Opportunity Window.

Note that as the opportunity is being created within the work for the account this information has been attributed automatically.

5. Referred By  -  click and select the staff creating the opportunity to the business, by default is you.  Optionally click Filter By to search by Name (default) Email or Mobile.
6. Referred To  -  click and select the staff who will attend to action in respect of the opportunity. Optionally click Filter By to search by Name (default) Email or Mobile.
7. Date - Enter date of creation. Default is the current date.
8. Source/Origin  -  click and select from the choices presented in the drop down lists for the leads source and source origin.  See Source/Origin below
9. Reference and Referral Fees  -  Enter details if applicable.
10. [Tick Box]  -  {I confirm that I am the catalyst & creator of this opportunity?}.  Selecting this Check Box indicates you were the catalyst & creator of the New Opportunity and are expecting to be paid for this New Opportunity if the business transaction is Successful and the business received revenue as a result of this New Opportunity.
11. [Tick Box]  -  {Has the transaction been completed?}  -  tick to trigger payment of any referral fee.
12. [Tick Box]  -  {Is the record marked as deleted?}  -  reference for internal use.
13. Click [Save] to save the new opportunity related to your work or click [Save & Notify] if you wish to open the Notify window and send a email to the referred an or the your client.

3. Account - click select the Client Account and select an existing client account from the drop down list. Enter at least 3 letters of the name into the account field, alternatively enter the phone or email address into the Account field and search by applying the filter.
4. Click to Filter By to search by Name (default) Email or Mobile.

If no account can be found then The New Account window opens inside the New Opportunity window when the [+] Create New button is clicked in the New Opportunity window.

6. Enter Name, Account Type, continue to complete the required fields to add the new account.  

For more information refer to the article How to Create a New Account

7. Account - click {Select the account} and select an existing client account from the drop down list. See above.
8. Type  -  click {Select the Type} from the drop down list the type of opportunity being created. This field is provided to allow your business to define an expressed area of interest for the opportunity, refer to Lookups to configure.
9. Referred By  -  click and select the staff creating the opportunity to the business, by default is you.  Optionally click Filter By to search by Name (default) Email or Mobile.
10. Referred To  -  click and select the staff who will attend to action in respect of the opportunity. Optionally click Filter By to search by Name (default) Email or Mobile.
11. Date - Enter date of creation. Default is the current date.
12. Source/Origin  -  click and select from the choices presented in the drop down lists for the leads source and source origin.  See Source/Origin below
13. [Tick Box]  -  {I confirm that I am the catalyst & creator of this opportunity?}.  Selecting this Check Box indicates you were the catalyst & creator of the New Opportunity and are expecting to be paid for this New Opportunity if the business transaction is Successful and the business received revenue as a result of this New Opportunity.
14. [Tick Box]  -  {Notify upon saving?} The tick box is only presented when the 'Referred To' field is completed and then will open the email window addressed to the referred person and it will be pre-populated with the opportunity details.  
15. Click OK  -  (only if the Opportunity Notification window i not presented.

Opportunity Notification Pop Up. This sends an email to the Staff Member Referred To and if CC ‘Client Name’ Check Box is selected the Client Will receive the same email as CC.The subject and body text are editable fields.

16. [Tick Box]  -  {CC "name"} provides the ability to copy the email to the potential client.
17. [Tick Box]  -  {Go to edit page?}  Selecting this Check Box returns you to the New Opportunity where it can be further edited as required.
18. Click OK