Opportunities

Navigate to Opportunities

Select Add Opportunity

Fill in the required information

Select Add to complete or Cancel to exit without saving changes. 

Select an action

• Edit: Update opportunity information.
• Delete: Permanently remove the opportunity from the system.
• Duplicate: Create a copy of the opportunity to use as the basis for a new opportunity record.

Confirm the action

Select an Opportunity

Navigate to Activity

Select an activity type

• Log a Call: Record a completed or attempted phone call and its details.
• New Task: Document a task that requires follow-up or completion.
• New Event: Note a meeting, appointment, or other time-based activity.

Navigate to Activity

Select Add Note

Fill in the required information

Select Add to complete or Cancel to exit without saving changes. 

Navigate to Documents

Select Add

Select Folder or Document

Fill in the required information

Navigate to Details

Select an Opportunity Status

Confirm the action

Select an opportunity

Select Close Opportunity

Fill in the required information

• Closed Won: Mark the opportunity as successfully completed after the sale has been won.
• Closed Lost: Mark the opportunity as closed without a successful sale.

Select Save to complete or Cancel to exit without saving changes. 

Select an opportunity in the Closed Won stage

Select Add Onboarding Request

Fill in the required information

Select Add to complete or Cancel to exit without saving changes.