Difference between revisions of "Add Opportunity"
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| − | Add opportunities here | + | Add new opportunities here so it can be tracked during different stages. The [[Current Funnel]] will give a visual representation as an Opportunity moves through different stages. |
Revision as of 19:45, 30 September 2013
Path: Callproof Support - Website - Navigation Bar - Sales - Add Opportunity
Add new opportunities here so it can be tracked during different stages. 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.
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.
