Opportunity Module Activation

The BrightMove Opportunities CRM Module required some initial setup before your team can start using the module to track opportunities.

Opportunities Security

The Opportunities section can be enabled in the Security Roles that require access to the module. 

1. Navigate to Settings > Security
2. Click the Security Role(s) that you want to enable it in.
3. Click the red “X” on the Opportunities module to enable it.
4. Once the module is enabled the red “X”, it will be replaced by a green “✓”
5. Click “Save” (located at the top and bottom of the screen) to confirm your changes.