How to Add an Opportunity

  1. Login to your ConcourseSuite site.
  2. Click on the "Pipeline" tab.
  3. Select Add
  4. On the Add Opportunity page, enter the appropriate information into the fields. The fields with a red asterisk next them are mandatory and must have information entered into them.
  5. Once the information has been entered, click Save.
  6. Once you have saved your new opportunity, it will appear in the opportunity list.
  7. You can view the Opportunity's details by clicking the blue action icon to the left of it.