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How To Create, Edit and View Opportunities

Correctly managing Opportunities in Sales will help with easy and accurate reporting in the future.

Before you begin:

Required Knowledge: Sales | Workplaces

Required Pre-Steps: Sales Set Up

1

Add a New Opportunity
  1. Navigate to Sales
  2. On the Left Navigation Bar, Click Opportunities
  3. Click Action and Select Add
  4. Select if the Opportunity is for a Client or a Workplace
  5. Search for the Client or Workplace.
    • If the Client / Workplace exists, then Click on Select
    • If the Client / Workplace does not exist, Click on Add New
      • Note: If adding new client or workplace, you will need to complete some basic contact information. It is important for the information is accurate for future reporting purposes.
  6. Click Save

2

(Optional) View, Edit or Delete Opportunities if Required
  1. Navigate to Sales
  2. On the Left Navigation Bar, Click Opportunities
    • Note: You can use the Filters to reduce the results returned or for quick lists
  3. To View:
    • Click on the Description to open and view the Opportunity
  4. To Edit:
    • On the Right Hand Side of the Description, Click on the Edit Icon (the Tickbox)
  5. To Remove:
    • On the Right Hand Side of the Description, Click on the Delete Icon (the Red X)
  6. After any updates, Click Save
Next Step

Sales Reports

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