Client/Department Opportunities Tab

In this Article:

This tab will help you track your Opportunities for a particular department. We'll go into more detail below.

Opportunities Tab:

If you use our Opportunities CRM module, you will see an Opportunities tab on the Client/Department profile that lists all the Opportunities assigned to the Client.

You can create a new Opportunity for the Client/Department by clicking the Add Opportunity button.

You can sort the columns in the table with the blue arrows and Search for key words to filter the results.

If you have permission to do so, you can Edit or Delete an opportunity from a Client/Department.

Adding Opportunities:

To add an Opportunity:

1. Click Add Opportunity
2. Complete the New Opportunity form (only fields highlighted in green are required)
3. When finished, hit Save