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Update and Create Opportunities in CRM
Update and Create Opportunities in CRM
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Written by Samantha McLarty
Updated over 2 weeks ago

  1. Click "Opportunities"

  1. Click the Opportunity you want to view.

  1. Edit/view the opportunity information.

  1. Click "Update"

Move an Opportunity to a Different Stage

  1. Click the opportunity.

  1. Drag and drop it to the desired stage.

To View Different Pipelines

  1. Click the drop down to switch between pipelines.

To Edit or Create New Pipelines

  1. Click "Pipelines"

  1. Click here.

  1. Make any changes you want.

  1. Click "Save"

  1. Click "Create new pipeline"

  1. Fill out the pipeline information.

  1. Click "Save"

Add a New Opportunity

  1. Click "Add opportunity"

  1. Choose the contact you want to add.

  1. Click "Create"

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