Opportunities

Dashboard

When you click on the Opportunities menu, the following page appears:

new opps

Create your first Opportunity

If you click on the New submenu, the following page is displayed. You must fill in the Opportunity name, the Opportunity amount, the Account and the Expected close date fields.

new opps

Add Contacts

After clicking on the save button, you see the created opportunity like this:

new opps

This new opportunity is associated with an account but is not linked to any contact. If you wish to add one or more contacts, you must click on the add button. A pop up menu will appear with a list of contacts:

new opps

You can select contacts from this list and assign them a role (Primary Decision Maker, Technical Decision Maker, etc.) in relation to this opportunity.

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