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Types
Managing the types for opportunities

Overview

Network admins can reorder the opportunity types, manage the pre-shipped opportunity types and create new opportunity types from the Admin Portal.
Admin Portal > Modules > CRM > Types
  1. 1.
    List of opportunity types: Displays the list of all opportunity types on the domain. Drag-and-drop the types to reorder them. Network admins can edit the label of the pre-shipped types.
  2. 2.
    Actions: Click the Edit or Remove option.
    • Edit: Click the Edit option to edit the opportunity type label.
    • Delete: Click the Remove option the opportunity type from the domain.
  3. 3.
    + Add a new Opportunity Type: Click the + Add a new Opportunity Type link to create a new opportunity type on the domain.
Deleting a opportunity type only removes the association of the type from the opportunities on the User Portal.

Adding a New Opportunity Type

To add a new opportunity type for all user on the domain:
  1. 1.
    Click the + Add a new Opportunity Type link.
  2. 2.
    Enter a name for the opportunity type in the Type Name text box. For example, enter Startup in the text box.
  3. 3.
    Click the Add button to add the new opportunity type on the domain.
  4. 4.
    Drag-and-drop the type as preferred to reorder it. This is an optional step.

To see how these configurations impact the Team CRM on the User Portal, see Team CRM in the User Portal Guide.

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Last modified 3yr ago