💼 Opportunities

To access Opportunities:
➡️ Go to Settings → System Configuration → Opportunities from the Top Bar.

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🏷️ Opportunity Type

note

Opportunity type is a label assigned to sales prospects, such as New Business or Renewal.
It helps organize and prioritize sales efforts for accurate forecasting and targeted strategies.

⚡ Actions

➕ Add

Add: Enter the desired name in the Opportunity Type field and click the Save 💾 icon.

✏️ Edit

Edit: Focus on the field, make inline changes, then press Enter ⏎ or click outside the field to save.

🗑️ Delete

Delete: Click the Delete 🗑️ icon next to the respective opportunity type.

tip

✅ Once added, these opportunity types appear in the dropdown menu when creating or editing an opportunity.

Configuring Opportunity Types

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📊 Opportunity Stage

note

The Opportunity Stage represents the phase of a potential sale, tracking its progress from first contact to deal closure.
It helps sales teams monitor progress, prioritize efforts, and forecast revenue.

⚡ Actions

➕ Add Stage

To add a stage:

1. Enter the stage name.
2. Open the color chart 🎨 and choose a colour.
3. Click Select ✅ to confirm.
4. Set the probability value 📊.
5. Click Save 💾 to store the stage.

✏️ Edit Stage

To edit a stage:

1. Update the stage name or probability inline.
2. Save by pressing Enter ⏎ or clicking outside the field.
3. To update the color, pick a new one 🎨 and confirm.

🗑️ Delete Stage

To delete a stage:

1. Locate the Delete 🗑️ button beside the stage.
2. Click it to remove the stage permanently.

Editing Opportunity Stage Details

tip

✅ Stage colors are shown in the Opportunity List table, making it easy to visually track stages.

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❌ Opportunity Loss Reason

note

Opportunity Loss Reasons explain why opportunities are marked as Closed Lost, helping identify trends and improve sales processes.

⚡ Actions

➕ Add

To add:

1. Click Add ➕.
2. Enter the loss reason ✍️.
3. Click Save 💾.

✏️ Edit

To edit:

1. Click on the reason to update it inline ✍️.

Save by pressing Enter ⏎ or clicking outside the field.

🗑️ Delete

To delete:

1. Locate the Delete 🗑️ icon.
2. Click it to remove the loss reason.

Editing an Opportunity Loss Reason

tip

✅ These reasons appear in the Opportunity Loss Reason dropdown when setting an opportunity stage to Closed Lost.