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Creating Opportunities
To create an opportunity
1. If the Opportunity tab is not displayed on the menu bar, click the plus sign “+” at the end of the row of tabs.
The All Tabs page is displayed.
2. Click Opportunities.
The Opportunities page is displayed.
3. Click New.
The New Opportunity page is displayed.
4. Enter the required fields.
5. Click Save.
Last modified date: 12/14/2021