FAQ & videos

How do I find the ID (identifier) of an opportunity ?

1st method:

  1. Click on the “Accounts” or “Contacts” module
  2. Click on the account or contact where your opportunity is located
  3. In the account or contact details, click on the relevant opportunity in the “Opportunities” section
  4. In the lower right corner, just below the “Grand total” line, you will find this opportunity’s ID

2nd method:

  1. Click on the “Opportunities” module
  2. Click on the title of the relevant opportunity
  3. In the lower right corner, just below the “Grand total” line, you will find this opportunity’s ID

(Each opportunity has a unique ID (identifier).)

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