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.


Enter the desired Details.


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.


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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