CRM
CRM
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Opportunity

Opportunity refers to a futuristic business proposition either received from or requested by a company. An Opportunity may or may not materialize and translate into a project/event/rental/sale. The same is captured while creating an opportunity record.

The Opportunity search window tabs

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Figure 1.0: Opportunity Search Window

  1. Add Opportunity: To create new opportunities.
    Export to CSV: Exports the Opportunity information to Excel.

  2. Search grid: To search the opportunity through the search grids which are available in each column headers of the table view. Know more about search grids. 

  3. Opportunity records: Displays the opportunity list that had been created so far.