How to Create an Opportunity


1. View the Entry's (Contact or Account) profile via the sidebar.


2. Scroll down to Opportunities.




3. Click on the plus button.




4. Fill out the New Opportunity form and click on Save Changes button.




5. A confirmation message will appear.








How to Edit an Opportunity


1. Click the dropdown menu beside Opportunities


2. Click the Opportunity you wanted to Edit.




3. On the Opportunity Info section, click the Edit Entry button.



4. After making changes, click the Save Changes button.



5. A confirmation message will appear.






Another way to create new Opportunity is from the Module list. To know more, please click this link.