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 in the lower right corner) and you will get prompt reply.