![]() |
2018 |
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 *.
5. Click Save after the opportunity information has been entered.
1. Login to the workforce CRM https://recruiter.mc3.edu/coned.
2. Navigate to the Opportunity that you would like to close.
3. From the ribbon, select either Close As Won or Close As Lost.
4. Update the Status Reason.
1. Login to the workforce CRM https://recruiter.mc3.edu/coned.
2. Click on Sales and then Opportunities.
3. Click on the opportunity that you wish to move forward or backward.
4. The flag indicates what stage the opportunity currently is in.
5. To move the flag forward or backwards, use the Next Stage forward or backward buttons.
Article ID: 3784
Created On: Tue, Oct 30, 2018 at 4:30 PM
Last Updated On: Wed, Jan 26, 2022 at 9:55 AM
Online URL: https://kb.mc3.edu/article/crm-opportunities-3784.html