Creating an Opportunity
- Alom Hussain (Unlicensed)
- Miles Ridley (Unlicensed)
- Matt Sullivan (Unlicensed)
- Kieran Mitchell (Unlicensed)
To create an Opportunity: Click the 'Add Opp' button, found on the bottom left within the 'Edit Relationship' tab:
The following menu will be displayed:
Once in this screen you can add details about the Opportunity. Mandatory fields are marked in red. The 'Value' box represents the financial benefit of this Opportunity to your company should the deal be won.
Although the 'Description' and 'Target Close' boxes aren't mandatory, we highly recommend that you fill them. This will help you keep track of all your different Opportunities.
Once you have finished filling in your Opportunity, click the 'Save' button and the opportunity will be added to the Relationship:
Opportunities can be found at the bottom of a Relationship page or within 'Opportunities' tab:
Note: it is important to note that the brand selected on the opportunity becomes read only if a document has been created on either a quote/proposal, order, contract. Meaning you will not be able to change it going forward.