Create an opportunity
6 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.