Platform Solutions Services Partners About Us Careers Blog

Support CenterWe’re here for you. Find articles, videos, help, and advice for getting the most out of StructuredWeb.

Creating Opportunites

Last Updated: Jul 10, 2015 10:01AM EDT
You can create a new opportunity in the Customer Center. Under Contacts access the contact or account to have the opportunity.

Click Opportunity in the Add: bar.

Enter the pertinent information for the opportunity including Description, Amount, Stage of the sales process, Probability of sale, Closing date, and Opportunity Source.

Click Save when finished.
seconds ago
a minute ago
minutes ago
an hour ago
hours ago
a day ago
days ago
Invalid characters found