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Add New Opportunity Overview

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David N
July 09, 2021 17:14

The following fields can be configured when adding a new Opportunity.

  • Step 1 - Details
  • Step 2 - Marketing
  • Step 3 - User Defined Fields
  • Step 4 - Notes
  • Step 5 - Settings

To add a new Opportunity, use the Actions drop-down menu and click Add New Opportunity.

Opportunities_-_02.png

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Articles in this section

  • Opportunities Overview
  • Opportunities Report Dashboard
  • Opportunities Report Dashboard: Sales Status
  • Opportunities Report Dashboard: Printable Reports
  • Opportunities Report Dashboard: Lead Source
  • Add New Opportunity Overview
  • Add New Opportunity: Step 1 - Details
  • Add New Opportunity: Step 2 - Marketing
  • Add New Opportunity: Step 3 - User Defined Fields
  • Add New Opportunity: Step 4 - Notes
See more

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