Setting up the Opportunity

Setting up the Opportunity

 Opportunities are potential projects for which you will create an Investment Analysis.


1.  Click on the Contact associated to your project.

a.  Click on NEW + (top right pane).

b.  Enter Opportunity name.

                                    i.   This is what you want to call the overall name for this project.

                                    ii.  You can enter separate Job Section name later.

c.  Select Lead Source.

d.  Select Initial Interest.

e.  Click CREATE.



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