The Opportunity Type features on all Opportunities in the CRM, helping you categorise what kind of sale this is. For example, your business may operate in different sales areas/product groups, so it's important to be able to differentiate these types of Opportunities.
- You'll need CRM Admin rights in order to follow the steps in this article
Step 1: Go to Settings Centre
To edit your Opportunity Types, click on the settings icon in the bottom left-hand corner of the CRM.
Step 2: Navigate to Sales in Settings
Next, navigate to the Sales section and scroll down until you reach the Opportunity Type configure option. By selecting the 'Click here to Configure' link, the Configure Opportunity Type window will open. Here, any existing Opportunity Types will be listed.
Step 3: Add Opportunity Type
To add a new one, simply click on the plus icon in the top right-hand corner.
You'll now be able to start filling out information about your new Opportunity Type. The description should be relevant for all CRM users. If this particular Opportunity Type will always use a certain Opportunity Pipeline, then you can set a default Pipeline for it here.
Once happy with the information entered, click 'Create' and your new Opportunity Type will be created!
To obsolete any old Opportunity Types, click on the pencil icon within the Configure Opportunity Type Window and click 'Obsolete'.