How To Create, View, Edit or Delete 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


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 Learner or a Workplace
  5. Search for the Learner or Workplace.
    • If the Learner / Workplace exists, then Click on Select
    • If the Learner/ Workplace does not exist, Click on Add New
      • Note: If adding new Learner 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


(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 Edit
  5. To Remove:
    • Click on the Description to open and view the Opportunity
    • Click on Action and Select Delete
  6. After any updates, Click Save
Next Step

Sales Reports

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