Difference between revisions of "Add Opportunity"
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| − | To | + | == Add Opportunity == |
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| + | 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. | 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]]. | 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]]. | ||
Revision as of 19:42, 30 September 2013
Path: Callproof Support - Website - Navigation Bar - Sales - Add Opportunity
Add opportunities here as a deal develops. The Current Funnel will give a visual representation as an Opportunity moves through different stages.
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.
