Create an opportunity

Maintain records for new opportunities identified.
Written by Upscale
Updated 2 years ago

You can add opportunities from the Opportunities Section. Click on Add Opportunity at the right-top. 

  • Enter the details relating to the name of the opportunity, stage at which it is, owner, account, tags, and prospects related to the opportunity.
  • With Upscale, also record information related to the expected amount and close date of the opportunity and the confidence level in its conversion.

Please note that Name, Owner, and Opportunity Stage are mandatory fields. If these fields are not provided then the opportunity won’t be saved in Upscale.

  • Click on Add to save.

You can also use Actions Menu (top-right) to add opportunities. Click on the Actions button and then click on Add Opportunity.

Related Articles

  1. View and manage opportunity
  2. Edit opportunity information
  3. Opportunity custom fields
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