Filter
Top Products
Managing Leads, Opportunities, and Cases
3–10 Sage CRM
Managing Leads, Opportunities, and Cases
To create a new lead, opportunity, or case:
1. Click on the New menu button, and select Lead,
Opportunity, or Case from the list in the context area.
New Opportunity
2. Type the details in the input form. You'll need to scroll down
to complete all of the details
3. Select the Save action button from the context area.
Alternatively, you can find a specific person or company and
link the lead, case, or opportunity to it.