You can create opportunity by following the given steps:
Step-1: Click on Prospects -> OPPORTUNITY then click on Menu Actions -> New OPPORTUNITY Option. OPPORTUNITY form will appear.
STEP-2: Enter the Opportunity details.
STEP-3: To add Customer Name and Campaign name. Click on their respective Select button. This will open a Model Pop-up from where you can select Customer Name/Campaign Name and then Save model pop-up.
STEP-4: Assign Opportunity to User or team by selecting single or multiple entries from the list.
STEP-5: Click on Save. Shortly you will receive a success message if you enter the correct entries.
List
STEP-1: Click on Prospects -> Opportunity . Opportunity list will appear.
Edit
You can edit Opportunity by following the given steps:
STEP-1: Select the Opportunity that you want to edit from Opportunity List. Right click on it. Select Edit Opportunity. The form will display.
STEP-2: Edit Opportunity form and Save the form.
View
You can view Opportunity by following the given steps:
STEP-1: Select the Opportunity that you want to view from Opportunity List. Right click on it. Select View Opportunity. The view will display.
