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: