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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.
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