OPPORTUNITY

Create

You can create opportunity by following the given steps:

Step-1: Click on Prospects -> OPPORTUNITY then click on Context menu -> Actions button -> New OPPORTUNITY Option. OPPORTUNITY form will appear.

STEP-2: Enter the Opportunity details.

STEP-3: To add Customer Name and Campaign name. Click on their respective Select button. This will open a Model Pop-up from where you can select Customer Name/Campaign Name and then Save model pop-up.

STEP-4: Assign Opportunity to User or team by selecting single or multiple entries from the list.

STEP-5: Click on Save. Shortly you will receive a success message if you enter the correct entries.

List

STEP-1: Click on Prospects -> Opportunity . Opportunity list will appear.

Edit

You can edit Opportunity by following the given steps:

STEP-1: Select the Opportunity that you want to edit from Opportunity List. Right click on it. Select Edit Opportunity. The form will display.

STEP-2: Edit Opportunity form and Save the form.

View

You can view Opportunity by following the given steps:

STEP-1: Select the Opportunity that you want to view from Opportunity List. Right click on it. Select View Opportunity. The view will display.