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In this section, user can add opportunity. To add an opportunity, follow the below given steps.
For an instructional demonstration video click here.
1. Go to Full Menu > CRM > Opportunities
2. Click on the Add Icon .
3. Fill in the required information.
4. Click ‘Next’ to add more details.
5. Fill the required information In COMPANY DETAIL tab and click next.
6. To Add ADDITIONAL CONTACT to the Opportunity click on Add Icon.
7. Enter the information and click ‘Save’.
8. To ADD NOTES click on Add Icon.
9. Enter the details and either save as draft or save note.
10. Click Add icon to add FOLLOW UPS.
11. Click ‘Save’ to create the follow up.
12. In the listings, follow up can be edited too.
13. To add any attachment, enter the details and upload the file.
14. Additional Owners
In this section user can add additional owner for the Opportunities. To add the additional owner, follow the below given steps.
1. Select the opportunity owner and checkmark the permissions to assign him/her.
2. Click 'Submit' to assign additional owners.