Opportunity Types

19 views November 16, 2016 jpajaro 0

Opportunity Types

This Tab shows the list of Opportunity Types that will be used to classify the customer accounts. You can create, edit, and delete the opportunity types:

 

oportunity types

Opportunity Types Screen

Create a New Opportunity Type

  1. Right click and select New.
  2. Type in a new description and value, either total or monthly.
  3. If monthly, type in a duration.
  4. Select any custom field.
  5. When finished, click the OK button.

 

opportunity-types-02

New Opportunity Type Screen

Edit an Opportunity Type

  1. Right click and select edit.
  2. Type in a new description or a new value, either total or monthly.
  3. If monthly, type in a duration.
  4. Select any custom field.
  5. When finished, click the OK button.

 

opportunity type 1

Edit Screen

Create a New Opportunity Statuses

In the opportunity statuses area, right click and select new.

  1. Type in a name and select an equivalent status.
  2. Select the  “OK” button.

opportunity type 2

New Opportunity Statuses Screen

Edit an Opportunity statuses

  1. In the opportunity statuses area, right click and select edit.
  2. Type in a new name and select an equivalent status.
  3. Select the “OK” button.

opportunity type 3

Edit screen