Add New Opportunity: Step 1 - Details

Under the Details tab, enter the appropriate information.

The required text entry fields are highlighted in red and are:

  • Company Name
  • Street 1
  • City
  • State
  • Zip

You will also need to specify the Company Type from the following options:

  • Company
  • Individual
  • Enterprise
  • Reseller

Specify the company Account status from the following options and set it as an Opportunity:

  • Opportunity - InfinityHR Resource Center Access until the specified Access Expiration Date
  • Opportunity - InfinityHR Trial Access until the specified Access Expiration Date.

Company_Info_-_Details_-_00.png

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