Opportunities – Add an Opportunity

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Step-by-Step: Two Ways to Add an Opportunity

1st Way: Go to the People Dashboard and find the Organization that this Opportunity is about.

UkuuPeople Contact Dashboard

Then Add Opportunity.

Add an Opportunity

2nd Way: Go to the Opportunities Dashboard and Add New.

UkuuPeople Opportunity Dashboard

Enter the Organization Name in the box.

Select a Business

Enter the desired Details.

Add Opportunity Details

1. A short title.

2. A more detailed description.

3. This is automatically filled in based on your earlier designation.

4. Select the status from the list given.

5. Select the Sales Person assigned to this.

Assign a Sales Person

Enter additional information:

1. Dollar amount

2. Proposal due date

3. Attachments (if desired).

Then scroll up and hit Create.

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