Last Revised: Written by Veloxity CRM Time Estimate: About 1 minute to read. Version 2.0
Contents
Jump to the following sections to learn more about Adding Opportunities:
Step-by-step guide
This guide shows you how to add Opportunities to your Veloxity CRM system:
- Add Opportunities from the Main Menu
- Add Opportunities from the Opportunity Kanban
- Add Opportunities from the Opportunity Hub
- Convert a Lead to an Opportunity
Adding Opportunities from the Main Menu
Add a New Opportunity directly to Veloxity CRM from the Main Menu.
From the Main Menu, click Opportunities > Add Opportunities
You are looking at a screenshot demonstrating how to Add an Opportunity from the Main Menu:
Figure 1. Add an Opportunity from the Main Menu.
Adding Opportunities from the Opportunity Kanban
- Navigate to the Opportunity Kanban.
- Click the overflow menu.
- Click + Create New Opportunity.
- Enter Opportunity details.
- Click Add Opportunity.
You are looking at a screenshot demonstrating how to Add Opportunities from the Opportunity Kanban:
Figure 2. Add an Opportunity from the Opportunity Kanban.
Adding Opportunities from the Opportunity Hub
- From the Opportunity Hub, click the + symbol on the right of the screen.
- Enter Opportunity details.
- Click Add Opportunity.
You are looking at a screenshot demonstrating how to Add Opportunities from the Opportunity Hub:
Figure 3. Add an Opportunity from the Opportunity Hub.
Convert a Lead to an Opportunity
Create Opportunity is used to convert a Lead into an Opportunity. Create Opportunity automatically creates and links an Opportunity Record, Contact Record, and Account Record (depending on your business model).
- Navigate to a Lead Record where you want to create an opportunity.
- Click Create Opportunity.
You are looking at a screenshot demonstrating How to Create an Opportunity from a Lead Record:
Figure 4. Create an Opportunity on Lead Record.
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