CRM - Adding a New Opportunity Manually

In SprintHub's CRM, it is possible to manually add new opportunities. Here is a step-by-step guide to help you do this:

After opening your CRM, click on New Opportunity;

• Set up your Opportunity;

1. Select the Lead you want to create the Opportunity for.

If the Lead's name is not found, just press ENTER.

1. Add a title for the Opportunity.

2. Add a value for the opportunity.

3. Add a Status (For example, Open, Won or Lost)

4. Add a Stage for the opportunity (For example, "New Lead")

5. Assign an owner for this opportunity and click save.

Once saved, the new opportunity will be in the stage you selected.

Done, your Opportunity will be created!