You can add opportunity in two different ways.
By creating new Clients,
1- Add a new client. (see: How to add New Clients?)
2- Fill in the Opportunity area in the Add New Client screen.
3- Opportunity will be added to your client when you click on the Check button in the upper left corner.
By editing client information,
1- Open the INFO tab of the client. (see: How to edit the Client Information?)
2- Fill in the Opportunity area in the Edit Client screen.
3- Opportunity will be added to your client when you click on the Check button in the upper left corner.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article