Set up Opportunities

Three steps to set up Opportunities:

1. Create at least one Opportunity label group with labels.
2. Add items.
3. Select with label group you want to use as the funnel group.

• Click your name in the top right corner and select System Settings.

• Click Opportunities 

• From here you can manage the following:
  • Required:
    • Opportunity Labels: click here to learn how to add, edit, remove opportunity labels. An example of a label group is Phase, which can include labels such as Open, Won, and Lost. You can create any label group and corresponding labels that suit your team's needs.
    • Item Names: click here to learn how to add, edit, remove item names. The products or product categories your team is selling.
  • Optional:
    • Opportunity Custom Fields: click here to learn how to add, edit, remove opportunity custom fields. These are custom fields on the opportunity form.
    • Item Custom Fields: click here to learn how to add, edit, remove item custom fields. These are custom fields on the item form.
• Once you've added labels and items, the next step is to check the box under Filter Group and Funnel Group for one label group:

• • Filter Group: checking this box will add that label to the top of the Opportunities table as a tab.

• • Funnel Group: checking this box adds the Funnel tab but also enables you to pick which labels denote Won, Lost, and Closed.

• • • Click on the label group to select which labels represent Won-Closed, Lost-Closed. 

• • • Choosing these options will activate the functionality of the Open and Closed tabs.