Customize your Opportunities CRM module to your needs
Once you’ve activated your Opportunities module, you can set up your Opportunity Stages, Lead Sources, Types, and Next Steps. It’s a simple four-step process for each category (detailed instructions here).
Once you’ve set up your Opportunities CRM module, you are ready to Create Opportunities and then manage your Opportunities with Profile View. Here you can easily edit the Opportunity, add, change or delete the salesperson associated with the Opportunity and assign a manager associated with the Opportunity. From there you can create individual Line Items under an Opportunity and assign a monetary value to them.