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Opportunities

ver. 1.0

This article is for an Administrator only.

 

On the side menu select "Settings". Click "Opportunities".

The Configure Opportunities page has the following features:

a)  Drag and Drop - click and hold to arrange the opportunities manually

b)  Edit - click to revise the opportunity stage 

c)  Add Opportunity Stage - click to create a new phase

Opportunities_01.png

 

 

 

Edit an Opportunity Stage

Click "Edit".

Opportunities_02.png

Both "Stage Name" and "Probability" are editable. You can put in as many stages or modify the probability stage at any given time depending on your organization's needs.

Opportunities_03.png

Click "Save" when done.

 

 

 

 

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