---
title: Overview of the Sales Process in Autotask
description: The Autotask database provides features that allow users to forecast sales and generate quotes for customers and prospects. A potential sale in Autotask is called an Opportunity. A sales opportunity… Read More »Overview of the Sales Process in Autotask
---

[Rocketship Blog › Giant Rocketship | Autotask ](https://giantrocketship.com/blog)

# [Overview of the Sales Process in Autotask](https://giantrocketship.com/blog/overview-of-the-sales-process-in-autotask)

 Written by [Elizabeth Canterbury](https://giantrocketship.com/blog/author/elizabeth-canterbury) | Feb 9, 2022 9:27:23 AM

The Autotask database provides features that allow users to forecast sales and generate quotes for customers and prospects. A potential sale in Autotask is called an *Opportunity*.

A sales opportunity typically exists when:

* A customer has a need or requirement

* Your company has a solution for the need or requirement

* The solution or requirement must be implemented in a specific time frame

* The customer has a budget to implement the solution

The sales process in Autotask often parallels features depicted in a typical sales funnel where the process begins with a lead, the creation of an opportunity, the generation of a quote, and winning the sale:

In Autotask the document provided to a customer that lists prices for products and/or services and guarantees them for a specified time is called a *Quote*.

**Note**: You can create an opportunity without creating a quote, but you cannot create a quote without creating an opportunity.

A *Sales Order* in Autotask allows you to track quoted products after the quote is accepted and the deal is closed.

[View full post](https://giantrocketship.com/blog/overview-of-the-sales-process-in-autotask)

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