How do I Create Custom Opportunity Types?

June 19, 2013 07:15am by Apptivo FAQ

Posted In: Opportunities
  

Answered on October 14, 2016 06:05am by Kamalapriyadharshini

Steps to Create Opportunities Types

  1. Log in and access Opportunities App from universal navigation menu bar.
    image result for create type in opportunities
  2. Click on "More" icon and select "Settings" located at the app header bar.
    image result for create type in opportunities
  3. Click on "opportunities" Drop down. Select "Types" from left navigation panel.
    image reult for create type in opportunities
  4. Click on "Create" button to create your customized opportunity types.
  5. You can view "Create Type" popup, in which provide:
    • Name - Name of the opportunity type
    • Description - Description of the opportunity type
      image result for create type in opportunities
  6. Click on "Create" button to complete.

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