Related FAQ's

How to Config Opportunities in CRM?

  • On the Context Menu go to CustomerOpportunity Config.
  • Click on Opportunity config , you can see " Opportunity Type" & "Sales Stage" tabs.
  • If you want to add opportunity click on opportunity type tab , you can see a button called "Add New Opportunity"
  • Click on "Add New Opportunity" button and save it.
  • To add new sales stage click on "Sales Stage" tab and you can see "Add new sales" button click on that and add it.
  • After Adding save it.
  • In this way we can config Opportunities in CRM.