How to Add/Create An Opportunity?
Note: Design/UI/Button/Terms might change in order to provide a better user experience. Users are suggested to read this article in order to have a basic understanding of the ORGTraq Software.
Step 1: From the left side menu bar select the “CRM” module and click on “Opportunities” from the menu dropdown. (CRM > Opportunities)
Step 2: You will be redirected to the opportunities dashboard. From the top menu bar click on “Manage Opportunities” or “My Opportunities” accordingly.
Step 3: Click on the “Add Opportunity” button from the top right corner.
Step 4: Fill in the details of the opportunity and while filling in the organization details click on “new” if it’s a new organization, click on “existing” if you have an opportunity from the organization earlier and it is an existing organization.