To add a new opportunity,


  1. Click on Opportunities in the left sidebar.
  2. Click on Add Opportunity in the top right corner.
  3. Enter the details of your opportunity.
  4. Click Save.


Details of the opportunity:

  1. Title
  2.  Client
  3. Type
  4. Stage
  5. Primary Contact
  6. Linked Contact
  7. Closing date
  8. Client PO Number
  9. 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.