New Opportunity
1. In the left navigation menu, select unroll Opportunities.
2. Click on Opportunity statuses (Kanban) or Opportunity list.
3. Click on New Opportunity.
4. Complete all details. Mandatory fields are red underlined (can be different by company’s settings).
| Field | Description |
| Subject | the name of the Opportunity |
| Opportunity value | the estimated financial value of the Opportunity |
| Expected closing date | an estimate of when the Opportunity will be closed |
| Next step date | you can define the next step, its description and when it should be completed |
| Job | an Opportunity can be paired to a Job, Internal or Client overhead |
| Owner | the person who is responsible for the opportunity |
6. Press SAVE button.
7. Perfect! New Opportunity has been created.
Note: You can also create a new Time Record related to the Opportunity.
Get in Touch
If you have problem or need further assistance, do not hesitate contact Teamogy Support. Use online chat (inside Teamogy or everywhere on www.Teamogy.com in the lower right corner) and you will get prompt reply.