How do I add an Opportunity?

Modified on Wed, 3 May, 2023 at 2:30 PM

Adding an Opportunity in Softbase Evolution's CRM

1. Click "CRM"

Screenshot of: Click "CRM"

2. Click "Opportunities"

Screenshot of: Click "Opportunities"

3. Click "Opportunity"

Screenshot of: Click "Opportunity"

4. Add your information and click "Save"

Screenshot of: Add your information and click "Save"