Opportunity Type

The Opportunity Type allows you to organize and customize your Opportunity types for your company.

How to Add an Opportunity Type

1.  Navigate to Settings and click on "Opportunity Type" from the available choices under the Customization menu. The "Create New Opportunity Type" Screen will be displayed. 
2. In the field titled "Opportunity Type Name", enter the name and click Save. 
3. The new Opportunity Type will appear on the existing list as the last choice on the list.

How to Edit an Opportunity Type

1. Click on the Opportunity Type you want to edit. The "Edit Opportunity Type" screen will be displayed. 
2. Make the required changes and then click the Save button.

How to Delete an Opportunity Type

1.  Click the Delete icon displayed to the far right of the Opportunity Type name.