Opportunity Types

30 views April 17, 2017 jpajaro 0

Opportunity Types

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

oportunity typesOpportunity 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.

 

opportunity-types-02New 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.

opportunity type 1Edit 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”.

opportunity type 2New 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”

opportunity type 3Edit screen