5.4.3 How to Create Potentials Using Quick Create Component?

In TDS CRM, quick create component is given to instantly create new potential. Follow the given steps to use the quick create component.

  • Go to Sales > Potentials.
  • Select New Potential from the quick create drop-down list given on left of the window.
  • Provide the details in the given fields of Potential Name, Expected Close Date, Amount, Related to, Sales Stage, and Assigned to.
  • Click the Save button to create the new potential.

You can find this new potential listed on the potential home page. Go to the potential detailed view page to add more details and perform other operations.