To add a new opportunity,
- Click on Opportunities in the left sidebar.
- Click on Add Opportunity in the top right corner.
- Enter the details of your opportunity.
- Click Save.
Details of the opportunity:
- Primary Contact
- Linked Contact
- Closing date
- Client PO Number
- Close Probability
Please note: All these details can be edited at any time later once you have added the opportunity. Learn how to Edit an opportunity.