Opportunity Type
Opportunity Type indicates the broad category of opportunity like Sales, Support, Maintenance, Partnership etc.
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Opportunity Type indicates the broad category of opportunity like Sales, Support, Maintenance, Partnership etc.
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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'