Opportunity Settings

December 30, 2020


Opportunity Settings allow you to see and create Opportunity Templates that are available for all contacts.

To create a new template:

  1. 1. Click next to “Add New”.

    In the new window enter:
  2. The Opportunity Name
  3. The likelihood of this type of opportunity closing
  4. The Deal Size
  5. If an Appointment has generally already been set
  6. Click when done

Please note the only required filed is the Opportunity name. Fill out the remaining fields based on what will work best for your organization.

To edit an existing Opportunity template click .

To delete an existing Opportunity click .