How do I Add New Type while Creating an Opportunity?

Updated on September 2, 2020 05:03AM by Admin

Opportunities App allows you to create a new type in the opportunities information section while creating an opportunity record. Either you can select from the existing type or else a new type can be created. Consider, an opportunity has asked for a couple of days before they let you know about their decision. You can create a type known as "waiting."

Steps to Create a New Type

  • Log in and access the Opportunity app from your universal navigation menu bar.
  • Select the More Details of an opportunity.
Opportunities App

  • You can view the “Type” field in “Opportunity Information”.

  • Click on the “Type” field to view the “Add New” option from the dropdown.
Edit Field

  • Enter “Name” and “Description” to create a new type.
Create Type

  • Click on the “Create” button to create.
  • You can view the created type.
Type Created

  • You can also view the created opportunity type through Opportunity App -> Settings -> Opportunities dropdown -> Types.
Settings Page

Related Links