How do I Add New Type while Creating an Opportunity?

Opportunities App allows you to create a new type in the opportunities information section while creating an opportunity record. Either you can select from the existing type or else a new type can be created. Consider, an opportunity has asked for a couple of days before they let you know about their decision. You can create a type known as "waiting."

Steps to Create a New Type

• Log in and access the Opportunity app from your universal navigation menu bar.
• Select the More Details of an opportunity.

• You can view the “Type” field in “Opportunity Information”.

• Click on the “Type” field to view the “Add New” option from the dropdown.

• Enter “Name” and “Description” to create a new type.

• Click on the “Create” button to create.
• You can view the created type.

• You can also view the created opportunity type through Opportunity App -> Settings -> Opportunities dropdown -> Types.

Related Links

• Create new campaign while create opportunity
• Create custom mandatory field
• Create segments
• Create custom opportunity