64 views April 17, 2017 jpajaro 0


This grid summarizes accounts including a description of both the opportunities associated and status:


Manager and Delegate users can view and edit all opportunities, and can also create new opportunities.

Add a New Opportunity

  • Right click and select new:

new opportunity


  • Click on Next, and select the primary contact for this opportunity:

opportunity 2


  • Fill in the required fields in yellow: Opportunity type, Opportunity Status, Value, Probability and Total cost; and click on Next:

opportunity 3


  • Click on finish.

opportunity 4

Edit an opportunity

  • Right click and select Edit.
  • Edit any of the fields in yellow and click OK. The updated Opportunity will be added to the list.