CRM Opportunities


2018

CRM Opportunites

Create a CRM Opportunity

1.  Login to the workforce CRM https://recruiter.mc3.edu/coned.

2.  Click the + icon in the top right.

    Plus sign

3.  Select Opportunity.

    Select Opportunity option

4.  Enter all the fields that pertain to the opportunity you are creating. The Topic field is required as denoted by *

Opportunity fields

5.  Click Save after the opportunity information has been entered.

Close a CRM Opportunity

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.

     Ribbon

4.  Update the Status Reason.

Move a Business Opportunity From Stage To Stage

1.  Login to the workforce CRM https://recruiter.mc3.edu/coned.

2.  Click on Sales and then Opportunities.

     Sales dropdown menu then Opportunity link

3.  Click on the opportunity that you wish to move forward or backward.

     opportunity selection

4.  The flag indicates what stage the opportunity currently is in.

     flag indicator

5.  To move the flag forward or backwards, use the Next Stage forward or backward buttons.

     Stage button

 

 

 

 



Article ID: 3784
Created On: Tue, Oct 30, 2018 at 4:30 PM
Last Updated On: Sun, Jan 3, 2021 at 11:27 AM

Online URL: https://kb.mc3.edu/article/crm-opportunities-3784.html