How to Create an Opportunity

1. View the contact's profile via the sidebar.

2. Scroll down to Opportunities.

3. Click on the  button then click on New Opportunity.


4. Fill out the New Opportunity form and click on the Check button to Save, or the Plus button to save the created opportunity and create another one.


5. A confirmation message will appear.

How to Edit an Opportunity

    1. Hover your mouse over the opportunity you want to edit.

    2. On the pop-up window, click on Edit.


    3. Update information on the Update Opportunity form.

    4. Click on the Save.

    5. A confirmation message will appear.