- Knowledgebase
- Opportunity
Create an Opportunity
Think of an opportunity as any inquiry for your service that could turn into a new client. Now, let's begin.
1. Click on the Opportunity menu item from the main-menu bar.
2. Click on the Button.
3. Fill out the form with opportunity details( Make sure to fill mandatory fields) > Hit Add.if it's a new customer you have to add their details in the next window after hitting add here.
4. Opportunity Created - You are in the new Opportunity.
Below is a detailed video on how you can create your opportunities: