Opportunity Types - Revision history

Ashley DeBon: /* Opportunity Types Edit Screen */

2026-07-14T15:30:28Z

‎Opportunity Types Edit Screen

2026-07-14T15:28:13Z

‎Edit Opportunity Types

2026-07-14T15:27:13Z

‎Adding an Opportunity Type

2026-07-14T15:25:35Z

‎Edit Opportunity Types

2026-07-14T15:22:12Z

‎Viewing Opportunity Types

2026-07-14T15:22:03Z

‎Adding an Opportunity Type

2026-07-14T15:21:38Z

‎Viewing Opportunity Types

2026-07-14T15:21:13Z

2026-07-14T15:16:37Z

‎Viewing Opportunity Types

2026-07-14T15:15:36Z

‎What are Opportunity Types

@@ Line 79: / Line 79: @@
 * You can also access the '''Opportunity Types''' page from the '''Opportunities''' or '''Current Funnel''' page by clicking the '''Opportunity Types''' link in the right sidebar.
-== Opportunity Types Edit Screen ==
+== Deleting an Opportunity Type ==
-The edit screen allows colors and the opportunity name to be changed.
+# Log in to your CallProof account as a manager.
-Opp FG - Click to change the opportunity font color when they appear in the funnel.
+=== Notes ===
-Opp BG - Click to change the opportunity background color when they appear in the funnel.
+* Only managers can delete opportunity types.
+* You can also access the '''Opportunity Types''' page from the '''Opportunities''' or '''Current Funnel''' page by clicking the '''Opportunity Types''' link in the right sidebar.
-Funnel FG - Click to change the funnel level name font color.
+* Before deleting an opportunity type, ensure it is no longer required for reporting or existing opportunities.

@@ Line 55: / Line 55: @@
 {| style="border:0;"
 | [[File:OppTypeEdit.png|250px|thumb|Click the Edit (pencil) icon]]
-| [[File:OppTypeEditView.png|250px|thumb|Edit Custom Fields]]
+| [[File:OppTypeEditView.png|250px|thumb|Edit Opportunity Types]]
 |}

@@ Line 19: / Line 19: @@
 {| style="border:0;"
-| [[File:OppTypeAdd.png|250px|thumb|Click the Edit (pencil) icon]]
+| [[File:OppTypeAdd.png|250px|thumb|Click the Add Types (plus) icon]]
-| [[File:OppTypeAddView.png|250px|thumb|Edit Custom Fields]]
+| [[File:OppTypeAddView.png|250px|thumb|Add Types]]
 |}

@@ Line 47: / Line 47: @@
 To add a new level to the funnel, click ADD TYPE near the top right of the main info pane.  This will load the edit Opportunity screen allowing the user to create a new type and adjust the colors.
-Click on Opportunity Name, Opp FG, Opp BG, Funnel FG, Funnel BG or the notepad to edit the opportunity type.
+</div>
-Position can be used to move levels up and down the funnel.
+'''Navigation:''' '''Sales''' → '''Opportunity Types'''
-Clicking the red X will remove the opportunity type.  Callproof will ask the user to confirm this selection.
+# Log in to your CallProof account as a manager.
 == Opportunity Types Edit Screen ==

@@ Line 4: / Line 4: @@
 == Viewing Opportunity Types ==
 Each level in the funnel is an Opportunity Type.  These can be customized to match current company progressions of a deal as it moves along the sales process.
+[[File:OppTypeIndex.png|250px|thumb|Opportunity Types Index]]
 '''Navigation:''' '''Sales''' → '''Opportunity Types'''

@@ Line 16: / Line 16: @@
 == Adding an Opportunity Type ==
-[[File:OppTypeIndex.png|250px|thumb|Opportunity Types Index]]
+<div style="float:right; margin:0 0 1em 1em;">
 '''Navigation:''' '''Sales''' → '''Opportunity Types'''

@@ Line 5: / Line 5: @@
 Each level in the funnel is an Opportunity Type.  These can be customized to match current company progressions of a deal as it moves along the sales process.
 '''Navigation:''' '''Sales''' → '''Opportunity Types'''
@@ Line 22: / Line 14: @@
 # The page displays all configured opportunity types and their details.
 <div style="clear:both;"></div>
 == Adding an Opportunity Type ==

← Older revision		Revision as of 15:15, 14 July 2026
Line 2:		Line 2:


−	== ~~What are~~ Opportunity Types ==	+	== Viewing Opportunity Types ==
		+	Each level in the funnel is an Opportunity Type. These can be customized to match current company progressions of a deal as it moves along the sales process.

−	~~Each level in the funnel is an Opportunity Type. These can be customized to match current company progressions of a deal as it moves along the sales process.~~

		+	'''Navigation:''' '''Sales''' → '''Opportunity Types'''
		+
		+	# Log in to your CallProof account.
		+	# From the main navigation bar, hover over '''Sales'''.
		+	# Click '''Opportunity Types'''.
		+	# The '''Opportunity Types''' page opens.
		+	# View the list of available opportunity types.
		+	# The page displays all configured opportunity types and their details.
		+
		+	[[File:OppTypeIndex.png\|250px\|thumb\|Opportunity Types Index]]
		+	<div style="clear:both;"></div>

	== Edit Opportunity Types ==		== Edit Opportunity Types ==