Creating An Opportunity In Netsuite

The document outlines a procedure for creating opportunities in NetSuite. Emphasizing accuracy, it advises reviewing all inputs before saving to ensure the opportunity is accurately recorded in the system, guiding users through a structured process to manage sales opportunities effectively.

1. In Netsuite hover over Customers.
   • Hover over Transactions
   • Hover over Opportunities
   • Click new
2. Click the “+” next to company.
3. Enter company’s and/or customer’s information.
4. Click Save Prospect.
5. Go to Title field and put the customer's name and phone number.
6. Enter your name under sales rep.
7. Select your name from the drop list.
8. Scroll down to Items
   • Enter the SKUs
   • Enter pricing
9. Review the opportunity.

Is everything correct?

• Yes!
  • Enter the probability to close the quote
  • Hit Save to create the opportunity
• No!
  • Go back and review the SKUs and pricing on the opportunity