Opportunities

White Cup CRM Opportunities are sales leads that have met your company’s criteria for legitimate sales opportunities. An Opportunity is usually associated with an Account, but it can also be associated with a Ship To Account or Contact. You can search through Opportunities based on matching criteria like the other Modules. A record may have multiple Opportunities related to it, which can be viewed using the Relationships widget.

Opportunities List View

The Opportunities module can display sales leads that have converted to viable opportunities. The default list view provides details of the entire sales team’s opportunities. As with the White Cup CRM Contact list view, you can customize the view to work best for your organization.

Create Opportunity

From the related record (Best Practice)

1. Open the required account or customer record.
2. Using the Relationships widget, click the plus sign to add a new relationship.
3. Select link type Opportunities then click the plus sign to add a new record.
4. Complete the pop up form with all needed details, then click Create to save the new record.

From the Opportunities Module

1. With the Opportunities list view displayed, navigate to the Action
2. Click Create Opportunity.
3. The Create Opportunity form displays.
4. Complete the form.
5. Click Create to save the opportunity to the system.