Create a CRM Opportunity
1. Login to the workforce CRM https://recruiter.mc3.edu/coned.
2. Click the + icon in the top right.
3. Select Opportunity.
4. Enter all the fields that pertain to the opportunity you are creating. The Topic field is required as denoted by *.
- The Contact field is the related primary contact record for the opportunity.
- The Account field is the related company for the opportunity.
- Training Type must be either “Company” or “Individual.” This will set the business process flow.
- The Source field is how you obtained the information to create the opportunity.
5. Click Save after the opportunity information has been entered.
Close a CRM Opportunity
4. Update the Status Reason.
Move a Business Opportunity From Stage To Stage