Opportunity Type

Opportunity Type indicates the broad category of opportunity like Sales, Support, Maintenance, Partnership etc.

Adding the appropriate opportunity type helps in assigning the opportunity to the right sales executive.

To access the Opportunity Type, go to:

Home > CRM > Settings > Opportunity Type

1. How to Create an Opportunity Type

  1. Go to the Opportunity list and click on New.
  2. Enter 'Name'.
  3. Enter 'Description'