Video tutorial
Beginner level | Duration: 1 min 29 s
Guide
You should know that opportunities are accessible via the contact details of the relevant account, via the details of a contact linked to this account, and via the “Opportunities” module.
It doesn’t matter if you create the opportunity in an account or in a contact linked to that account, it will be visible in both places.
- Click on the Accounts or Contacts module
- Click on the account or contact in which you want to add an opportunity
- In the account or contact details click on the + icon in the Opportunities section
- Complete the fields, then click on Save and close when you are finished
