How do I Create Custom Opportunity Types?

Updated on November 30, 2017 03:49AM by Admin

Apptivo Opportunities App allows the user to customize the opportunity types as per the business requirements. Its simple to create. The following steps will make it clearer.

Steps to Create Opportunities Types

  1. Log in and access Opportunities App from universal navigation menu bar.
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  2. Click on "More" icon and select "Settings" located at the app header bar.
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  3. Click on "opportunities" Drop down. Select "Types" from left navigation panel.
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  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
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  6. Click on "Create" button to complete.

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