OFS Pro User Guide

Opportunity Types

This grid shows an Opportunity Type list used to classify customer accounts. Users can create, edit, or delete the opportunity types:

Opportunity Types Screen

Create a New Opportunity Type

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

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 a duration.
4. Select any custom field.
5. When finished, click OK.

Edit Screen

Create a New Opportunity Status

In the opportunity status area, right click and select New.

1. Type a name and select an Equivalent Status.
2. Select “OK”.

New Opportunity Statuses Screen

Edit an Opportunity status

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

Edit screen