Adding & Managing Opportunities

Articles

Adding & Modifying a Single Opportunity
Adding a Single Opportunity 1. To add a single Opportunity to your DMS, visit the Opportunities Tab 2. Select Add Opportunity  on the upper right side of the screen Add a new Opportunity 3. On the next page, you’...
Exporting, Printing & Deleting Opportunities
After adding an Opportunity , you can easily export, print and delete it. Exporting Opportunities 1. Go to the Opportunities Tab 2. Search for a specific Opportunity or select either: The specific Opportunities you wish to export, E...