Skip to content

Opportunity

An opportunity is a form linked with the sales form in the web app. This form is customizable, and you can request camp support to change the fields according to your business requirements. Each opportunity must be linked to a lead by entering their email ID.

Add a new Opportunity

  1. Click on the add opportunity icon on the upper right corner of the page.
  2. Fill the form
  3. Click the save icon on the upper right corner of the screen.

Alt text

Filters

You can utilize the filter option provided at the top of the opportunity page to search for specific opportunity.

  1. Click on the "Filter" button.
  2. Select the start date and end date.
  3. Click on arrow button to apply the selected filters.

Alt text