Create an opportunity
7 articles
- 🎞️ Create an opportunityUse an opportunity to record general details, build an order, send out quotations, and manage your inventory & logistics.
- Use the picker to add products and services to an opportunityAdd products and services to an opportunity quickly using the picker.
- Add products and services using the add new item screenProvide more detail when adding your products and services by using the add new item screen.
- 🎞️ Choose accessories when adding products to an opportunity
- Add text items to an opportunityFor ad-hoc or one off bespoke items, add a text item to your opportunity.
- Clone an opportunityClone an opportunity to create a copy of it.
- Add services to an opportunityIn addition to products that you rent and sell, add services to your opportunities for things like labor, transport, and venue bookings.