Opportunity Types (New Web)

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Opportunity Types

Screen title: Opportunity Types Browser title: Opportunity Types Address: /funnel/opptypes/

Use this screen to set up the types your company uses on opportunities (for example New Business, Renewal, Upsell). Types appear when users add or edit an opportunity, and when filtering Opportunities Report and the Sales Funnel.

Opportunity Types

From this screen you can:

• Add a new opportunity type
• Edit a type name
• Delete a type
• Reorder types (drag handle or alphabetical sort)
• Open related Funnel pages from Quick Links

How to open Opportunity Types

Option A — From Quick Links

1. Sign in to CallProof as a manager.
2. Open a Funnel page such as Opportunities Report (/funnel/opps/) or the Sales Funnel board.
3. Click Quick Links.
4. Choose Opportunity Types.

Option B — From the main menu

1. Sign in as a manager.
2. In the left sidebar, open the Opportunities / Funnel area (label may vary by company setup).
3. Choose Opportunity Types when available.

Option C — Open Opportunity Types directly

1. Open your web browser.
2. Go to your CallProof website and add /funnel/opptypes/ at the end of the address (for example: https://appv2.callproof.com/funnel/opptypes/).
3. Press Enter.
4. The Opportunity Types list appears (managers only).

Permissions

• You must be signed in.
• This screen is manager-only.
• Non-managers cannot open or manage Opportunity Types here.
• Types you create are available company-wide for users who add or filter opportunities.
• Company menu permissions control whether this screen appears in your sidebar.

What you see on the screen

Header

• Title: Opportunity Types
• Add Type button
• Quick Links

Types table

| Column | What it shows | |---|---| | Name | Opportunity type name (click to edit) | | Actions | Edit and Delete | | (sort) | Drag handle to reorder; alphabetical sort icon in the header |

Empty state

• If none exist: No opportunity types found

Field guide

Opportunity Type (Add / Edit popup)

• Required.
• The display name of the type (for example “New Business”).
• Shown on opportunity forms and in filters.
• Placeholder text may say “Enter Opportunity Name” — enter the type name.

View Opportunity Types

Types list

1. Open Opportunity Types (/funnel/opptypes/).
2. Review the list of type names.
3. Use pagination at the bottom if there are many types.

Add a Type

Add Type

1. Click Add Type.
2. In the Add Type popup, enter the Opportunity Type name.
3. Click Save.
4. Or click Cancel to close without saving.
5. The new type appears in the list and can be selected on opportunities.

Edit a Type

Edit Type

1. Click the type Name, or click the Edit icon.
2. In the Edit Type popup, change the Opportunity Type name.
3. Click Save.
4. The list refreshes with the updated name.

Delete a Type

Delete Type

1. Click the Delete (trash) icon for the type.
2. Confirm the delete prompt.
3. The type is removed from the list.

Note: Existing opportunities that used this type may no longer show that type (the type link is cleared). Set a new type on those opportunities if needed.

Reorder Types

Drag to reorder

1. Find the drag handle (bars icon) on the right side of a row.
2. Drag the row up or down.
3. Release to save the new order.
4. This order is used when types appear in opportunity forms and lists.

Sort alphabetically

1. In the table header, click the alphabetical (A–Z) icon.
2. Types are sorted by name.

Quick Links

From Quick Links on this screen:

• Opportunities Report — /funnel/opps/
• Opportunity Stages — /funnel/oppstages/
• Opportunity Types — this page
• Opportunity Fields — /funnel/opps/fields/list/
• Import Opportunities

Related board view: Opportunities (Sales Funnel) at /funnel/new/

Where types are used

After you set up types here, users see them when they:

• Add or edit an opportunity on an account
• Filter Opportunities Report by Opportunity type
• Filter the Sales Funnel board (when type filter is available)

Tips and important notes

• Keep type names short and clear so reps pick the right one.
• Order types so the most common ones appear near the top.
• Add types before asking reps to classify new opportunities.
• Deleting a type does not delete the opportunities themselves, but removes that type from them.
• Opportunity Type name is required — Save stays blocked until a name is entered.
• Only managers manage this list; all users with opportunity access can still select types when creating opportunities.

Need help?

• Page blocked / redirected: confirm you are a manager
• No opportunity types found: click Add Type to create the first one
• Type missing on opportunity forms: refresh, or confirm the type was saved
• Wrong order: drag rows or use alphabetical sort
• Other issues: email support@callproof.com