Creating opportunities from incidents

During the course of working with customers, you might discover information that makes them potential customers for other services and products your organization offers. In those cases, you can create opportunities and send them to the sales department for evaluation and follow-up.

The workspace you use to create an opportunity from an incident may be different depending on your profile and any custom workspaces defined by your RightNow administrator.

To create an opportunity from an incident:

1	From an open incident, click the New Opportunity button.

2	To edit any information for the opportunity, enter the following field information.

Field	Description
Assigned	Click this drop-down menu and select a staff member the incident is assigned to. Your name appears by default when you add an opportunity using the standard service opportunity workspace.
Opportunity Name	Type a name for the opportunity in this field.
Summary	Type information about the incident or contact in this field.
Contact	Click the Search button for the Contact field to search for a differ­ent contact to add to the opportunity.
Organization	Click the Search button for the Organization field to search for an organization to add to the opportunity.
	Click this button and type a note in the Opportunity Note field. Click the Opportunity Note button if you want to identify a chan­nel for the note.

3	Click the Save And Close button to send the opportunity to the sales department.

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