How do I add an Opportunity?

Modified on Wed, 3 May, 2023 at 2:30 PM


Adding an Opportunity in Softbase Evolution's CRM




1. Click "CRM"


Screenshot of: Click "CRM"


2. Click "Opportunities"


Screenshot of: Click "Opportunities"


3. Click "Opportunity"


Screenshot of: Click "Opportunity"


4. Add your information and click "Save"


Screenshot of: Add your information and click "Save"




Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article