Navigation:  5 Using Total Enterprise CRM > 5.11 Opportunity > How to work with Opportunity? > How to add new opportunity type?

 

You can categorize opportunities in different types according to your requirements by following these easy steps:

 

Step 1: Select 'New Type'

 

 

On ribbon, click the "Opportunity" tab.

Under Opportunities group, select "New Type".

 

Step 2: Enter Type Name

 

 

Enter name for this new opportunity type. This is required field. You can also select this type as default type whenever you create a new opportunity.

 

Step 3: Click 'Save & Close'

When you have finished to enter all the desired info,  to save this data, choose any one option on ribbon:

 

Save and Close: saves everything you have entered so far and closes the form

Save and New: saves everything you have entered so far and reopens a blank form for another entry.