Opportunities

Documentation on use of the Opportunities Module

5 Articles

  • Quotes Adding a Quote to an Opportunity From the desired Opportunity, Select More, Create Quote From Here, Simply fill out the desired...
  • Opportunities: What and How What is an Opportunity? A sales opportunity is an immediate opportunity to do business with a potential or existing customer. The sales...
  • Add an Event to an Opportunity There are two ways that you can go about adding a new event to an opportunity. Each are simple and easy to do! Option 1: Click on...
  • Add a Contact to an Opportunity Option 1: 1. Click on the: 2. This will open the Quick Create Contact option (Note!) Keep in mind, any time you start typing 3 letters...
  • Add Documents to an Opportunity Option 1: Within the Opportunity, click on the Add within the documents box. You will see the following box popup. From here, type the...
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