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How to Create an Opportunity?

An opportunity is any inquiry for your service that could potentially turn into a new client.

  1. Click on the Opportunity tab in the menu.
  2. You’ll be taken to the Opportunity List view. Click ADD OPPORTUNITY in red, then select Add New Opportunity from the dropdown. A form will open.
  3. Fill in the opportunity details. Make sure to complete all mandatory fields, including:
    • Company Name
    • Opportunity Name
    • Country
    • Owner – the person responsible for or managing the opportunity.
    Once completed, click Create Opportunity in red.
  4. If this is a new customer, you’ll be prompted to add their details in the next window.
  5. Opportunity Created: You will now be taken to the newly created opportunity.