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Knowledgebase
How do I create an opportunity?
Posted by The Team at Mindmatrix on 28 July 2016 06:00 PM

How to create Opportunity

 

Step 1: Click to expand “Setup”, then select “Custom Fields” and then select “Opportunity” to create an Opportunity folder.

 

Step 2: Click on “Create”.

 

Note: We can add, change and delete the opportunities folder.

Step 3: In the box to the right, enter the name of the folder in the “Name” section and write a description if any in the “Description” folder, then click on “Save”.

 

Note: The New Tab generated will be created under this folder.

Your new “Opportunity” will now appear in the opportunity section.

 

How to add a new tab to the opportunity fields

 

Step 4: Click on “Add New Tab” button.

 

Step 5: This will bring up a pop-up window. Enter the name of the new tab in the “Tab Name” section, then click “Add” to proceed.

 

Step 6: Click “Add Another Form Field” to add fields to the new tab.

 

Step 7: This will open another pop-up window. Fill in the details and click “Save”.

 

Note: The saved field can be edited or deleted.

 

How to add Contacts to Opportunities

 

Option 1:

Step 8: Click to expand “Manage” and then click on “Opportunities”.

 

Step 9: Click on the Opportunity Record.

 

Step 10: Fill in the details and click on “Save”.

 

Step 11: Click to expand “Views” and then click on “Associate Contacts”.

 

Step 12: You can add a single contact to opportunity. Only one contact will get pushed at a time.

 

Option 2:

Step 13: Click to expand “Connections” and then click on “Contacts”.

 

Step 14: Click on the contact.

 

Step 15: Click to expand “Views” and then click on “Opportunities”.

 

Step 16: Click on “Add/Remove” toggle to add the contact to the Opportunity Folder.

 

 

You opportunity is now ready for use. 

 

View the pushed opportunities with contacts in the CRM to make sure it synced properly. This may take up to 30 minutes to sync.

See how to view opportunities in Autotask here.

See how to view opportunities in ConnectWise here.

 

Interested in learning more about Mindmatrix software? Join our email list to get the latest software release notes, videos and how-to articles.


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