Reviewing Customer Opportunities

Access the Customer - Manage {Customer Name} form.

1. Select the Sales tab and then click the Opportunity link.

2. Find and select the opportunity that you want to review.

3. On Opportunity - Manage {Opportunity Name}, view or modify the opportunity information.

4. To convert the opportunity to a quote or sales order, click Convert to Quote or Convert to Sales Order, respectively.

   Be sure that you are familiar with the opportunity conversion process before you click these buttons.

   See "Managing Sales Opportunities" in the JD Edwards EnterpriseOne Applications Customer Relationship Management for Sales Implementation Guide.

5. When you are finished viewing or modifying the opportunity, save any changes and then click Close.