Opportunity type refers to a category or classification of an opportunity.

We can add multiple Opportunity types to an Opportunity.

Steps to add Opportunity types:

1. Go to Settings

2. Click on Custom Fields

3. Select Opportunity Fields

4. Click on the three dots and choose Edit

5. To add more values, click on the "+" icon in the bottom right corner.

6. You can also re-arrange, drag and drop the opportunity type Values.

Delete existing opportunity types:

  • Click on the trash icon beside each opportunity type to delete it.