Display the Add Opportunity Dialog Box

You access this dialog box when you qualify a contact.

1. In the Navigation pane, go to the Hubs section and select Contacts.
2. Locate the Qualified Status field on the Summary pane. As you work with a contact and your relationship evolves, you can change the contact's status to match the process status.
3. Select Qualified as the Status. Or, on the Actions bar click Other Actions > Qualify Contact. The Qualify Contact dialog box displays.
4. Click Create New Opportunity. The Add Opportunity dialog box displays. Complete and save the fields on this form.