Accepting a New Opportunity

To accept a new opportunity

1. Click View > Workfiles from the menu bar.
2. From the Workfiles Search Results pane, click on the opportunity workfile that you wish to accept.
3. Click Action > Accept Opportunity from the mini-toolbar. The Update Estimate screen opens.
4. Click the Next button. The Translation Exceptions screen opens if there is a monetary difference.
5. Review the translation exception notes, if any, and then click Finish. The Translation Exceptions window closes, and the New Opportunity screen opens.
6. Click Save and Close from the toolbar. The opportunity is saved and the window closes.