Creating an Opportunity

 

Opportunity name: Fill in
Set expected close date: Set date
Assigned to: Your employee
Customer name: Name is in your clients data base, start typing to autocomplete

Campaign: Auto filled from Maillist
Probability: Chance to win the opportunity 0% to 100%
Next step: Every opportunity has  a next step, dropdown with Close/Loss – Close/Won – Sent Quote – Sent Invoice – Set call – Set meeting
Opportunity amount: Set value
Description: Free fill in
Notes: Internal notes

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