Add Opportunities

The goal of this tutorial is to show you how to create and update Opportunities

Role(s)

• Team Lead
• Team Member

How To Create and Update Opportunities

1. Select Contacts or Accounts tab from the Toolbar
2. Click Add Opportunity 
3. Select a Stage for the record
   • Stages are created, labeled and managed by Admins
4. Enter a Label that best describes the Stage your record is in
   • Ex: Initial Discussions, Negotiations in Progress, Contract Accepted
5. Enter a Value if applicable
   • Ex: We think the company has the capacity to buy $10,000 of our product
6. Click Create 
   • You can edit and/or update the new opportunity from this screen or the from the Pipeline tab