Opportunity Type
Opportunity Type indicates the broad category of opportunity like Sales, Support, Maintenance, Partnership etc.
Last updated
Opportunity Type indicates the broad category of opportunity like Sales, Support, Maintenance, Partnership etc.
Last updated
Adding the appropriate opportunity type helps in assigning the opportunity to the right sales executive.
To access the Opportunity Type, go to:
Home > CRM > Settings > Opportunity Type
Go to the Opportunity list and click on New.
Enter 'Name'.
Enter 'Description'