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Standard Opportunity

How to create and manage a standard Opportunity

James Gold avatar
Written by James Gold
Updated over a month ago

Creating an Opportunity

  • Hover over the left blue navigation bar

  • Then select Opportunities

  • On the Opportunity index page Select 'Create Opportunities'

  • Enter the Opportunity Details


Managing a Standard Opportunity

  • After creating the Opportunity you will then be redirected to the Opportunity page where you can update the details and Status.

  • Select the Blue Pen Icon to further edit Opportunity details

  • Select the 'Active' status drop down to change Opportunity status

    • You can keep as Active or select cancel if you wish to end the bid.


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