How can I add opportunities to my clients?

Modified on Wed, 11 Jan, 2017 at 1:34 PM

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 Y9dFTRG4WNstzSVgpp28f2SJyBHCyIhlXw.png 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 Y9dFTRG4WNstzSVgpp28f2SJyBHCyIhlXw.png button in the upper left corner.

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