Add Opportunities

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


  • 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

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