Help by area
Opportunity Tracking PDF
Download a pdf version of this help centre.
Introduction to Opportunity Tracking
Start here!
Access
How to access the Opportunity Tracking module.
Create opportunities
How to create new business opportunities.
Edit opportunities
Manage and edit existing business opportunities.
Delete opportunities
How to delete business opportunities.
Opportunity notes
Add notes to opportunities.
Competitors
Keep a list of any known competitors in your contacts.