Updating an Opportunity
Open the RocketCRM web portal for your company.
On the left sidebar, click on Opportunities.
Select the Opportunity you want to view or edit.
Make the necessary updates to the opportunity information.
Click the Update button to save your changes.
Moving an Opportunity to a Different Stage
Navigate to Opportunities from the left sidebar.
Locate the Opportunity you want to move.
Drag and drop it into the desired stage.
Viewing Different Pipelines
Click the drop-down menu at the top of the Opportunities page.
Select the pipeline you want to view.
Editing or Creating New Pipelines
To Edit an Existing Pipeline:
Click Pipelines at the top of the Opportunities page.
Click the Edit icon next to the pipeline you want to modify.
Make the necessary changes.
Click the Save button to apply updates.
To Create a New Pipeline:
Click on the Create New Pipeline button at the top right corner.
Fill out the pipeline details.
Click the Save button to finalize.
Adding a New Opportunity
Click the Add Opportunity button at the top right corner.
Select the contact you want to associate with the opportunity.
Click Create to add the new opportunity.
Click "Opportunities"
Click the Opportunity you want to view.
Edit/view the opportunity information.
Click "Update"
Move an Opportunity to a Different Stage
Click the opportunity.
Drag and drop it to the desired stage.
To View Different Pipelines
Click the drop down to switch between pipelines.
To Edit or Create New Pipelines
Click "Pipelines"
Click here.
Make any changes you want.
Click "Save"
Click "Create new pipeline"
Fill out the pipeline information.
Click "Save"
Add a New Opportunity
Click "Add opportunity"
Choose the contact you want to add.
Click "Create"