Add Opportunity

Path: Callproof Support - Website - Sales - Add Opportunity

What is Add Opportunity?

Add Opportunities to be tracked as it moves along different sales stages. The Current Funnel will give a visual representation as an Opportunity moves through different stages.

Adding a new Opportunity

Add Opportunity

To create an Opportunity, start by searching contacts. Enter a contact name, company name, or address and click Search.

Under the Search button is a drop down where search results will appear. Select the contact and company that is needed.

Opportunity Type is the label given to the status of the opportunity. These can be customized to meet company needs under Opportunity Types from the Sales table of the Navigation Bar.

A value and probability can be added.

Select the employee that is working the opportunity.

Add any notes needed.

Click Save to save the opportunity.