How to confirm a deal to an opportunity?
Posted by The Team at Mindmatrix on 25 April 2019 11:50 AM

In order to confirm a deal to an opportunity, please goto Manage > Deal Registration Request

Select the Approved Deals folder

Click on the "Opportunity" button followed by the approved deal



Select the Opportunity Type and hit the Save button


You can fill in the rest of the details and hit the Save Button


And then the Opportunity will get added to your Opportunity List and you can refer it from Manage > Opportunities section

On the left, Select the (Folder) Opportunity type in which created the Opportunity

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