Opportunities - Add an Opportunity

Step-by-Step: Two Ways to Add an Opportunity

1st Way: Go to the People Dashboard and find the Organization that this Opportunity is about.

Choose Organization.png

Then Add Opportunity.

Add Opportunity.png

2nd Way: Go to the Opportunities Dashboard and Add New.

Add New.png

Enter the Organization Name in the box.

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Enter the desired Details.

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1. A short title.

2. A more detailed description.

3. This is automatically filled in based on your earlier designation.

4. Select the status from the list given.

5. Select the Sales Person assigned to this.

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Enter additional information:

1. Dollar amount

2. Proposal due date

3. Attachments (if desired).

Then scroll up and hit Create.

“Everything you need to know about your humans in one spot.”

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