Entering in an Opportunity from Google Gadget

If you click the Opportunity tab, then you have a couple of report options:

                Shared Opportunities in Pipeline

                Shared Opportunities

                My Opportunities in Pipeline

                My Opportunities

Click “Add Opportunity”. The Subject Line will pull in the Subject Line from the email and it will be the Short Description in the Case. You can edit the Subject (Short Description) as needed to make sense when reviewing your desktop. The Activity Comments will show up as the Internal Comments on the activity that is associated with the Case.

Click the “Edit Additional Information” to assign the Status and Type to the Case. The Internal Comments will be recorded in the Long Description of the Case.

Click “Schedule A Follow up” to assign the next activity out to yourself or to another NEXT user. You should only use the Type of Meeting or To-Do if the assigned to person is not the Case Owner.

Click Save.