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    • How to Create Opportunies

How to Create Opportunities?

1. Go to CRM Menu.

2. Click Opportunities Menu under Sales menu.

3. Click + Add Opportunity in the top right.You’ll be navigated to Creating New Opportunity view.

4. Enter the information related to the Opportunity Form and Save the form.

5. Check Opportunity List.

 

How to add new Opportunites in Opportunities Module?

How to client company name in Opportunites Module?

How to data add in opportunites module?

 

 

 

 


Helpful? 1 3
Updated: 8 months ago
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