Difference between revisions of "Opportunity Types"
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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. | ||
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'''Navigation:''' '''Sales''' → '''Opportunity Types''' | '''Navigation:''' '''Sales''' → '''Opportunity Types''' | ||
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# The page displays all configured opportunity types and their details. | # The page displays all configured opportunity types and their details. | ||
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== Adding an Opportunity Type == | == Adding an Opportunity Type == | ||
Revision as of 15:21, 14 July 2026
Path: Callproof Support - Website - Sales - Opportunity Types
Contents
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.
Adding an Opportunity Type
Navigation: Sales → Opportunity Types
- Log in to your CallProof account as a manager.
- From the main navigation bar, hover over Sales.
- Select Opportunity Types.
- The Opportunity Types page opens and displays the list of existing opportunity types.
- Click the Add Type button.
- The Add Opportunity Type page opens.
- Enter the Opportunity Type name (up to 64 characters).
- Click the Save button.
- A confirmation message appears, and the new opportunity type is added successfully.
- The new opportunity type is available in the Opportunity Type list when users add or edit opportunities.
Notes
- Only managers can add 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.
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.
