PLATFORM WORKFLOW
Task Description: Create an Opportunity in Pipelines
Objective: To show Organization Admins and Users how to create an opportunity in your selected pipeline.
Organization: Under Admin or System User
System Permission Level: System Admin or System User
Step 1
Go to www.growthpowersuite.com and click the green Login button.
Step 2
Enter your username and password then click the blue Login button.
Step 3
Click on your Organization (if you are in multiple organizations). If you are only in one, you will begin on the Dashboard.
Step 4
Click on the Pipelines tab in the Module Menu Panel.
Step 5
Select the pipeline where you want to add an opportunity, then click the blue New Opportunity button to create one.
Step 6
A popup will appear. In the Contact Information section, enter the contact's name for whom you want to create an opportunity. The remaining fields in this section will auto-populate.
NOTE: The entered contact name must already exist in the system.
Step 7
Scroll down to the Opportunity Information section. Some fields may be pre-filled, but you can edit them as needed and enter any additional relevant information. After entering all the necessary information, click the blue Save button to save your changes and create the opportunity.
Step 8
The new opportunity will appear in the stage you selected within your chosen pipeline.
