Difference between revisions of "Opportunity Types"
Ashley DeBon (talk | contribs) (→What are Opportunity Types) |
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| − | == | + | == 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. | ||
| − | |||
| + | '''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 == | ||
Revision as of 15:15, 14 July 2026
Path: Callproof Support - Website - Sales - 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.
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.
Edit Opportunity Types
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.
Position can be used to move levels up and down the funnel.
Clicking the red X will remove the opportunity type. Callproof will ask the user to confirm this selection.
Opportunity Types Edit Screen
The edit screen allows colors and the opportunity name to be changed.
Opp FG - Click to change the opportunity font color when they appear in the funnel.
Opp BG - Click to change the opportunity background color when they appear in the funnel.
Funnel FG - Click to change the funnel level name font color.
Funnel BG - Click to change the color of the funnel level.
