Add an opportunity
Video walkthrough: Add a contact and opportunity
Use this task to add an opportunity in the current Klusaro workspace.
Before you start
Open Klusaro as a user with access to Leads.
Steps
- Open Leads.
- Select New Opportunity.
- Choose the contact, pipeline, and stage.
- Enter details and status.
- Select Save Opportunity and confirm its stage.
Screenshots
What happens next
The updated state appears in Klusaro and can be reopened for confirmation.
Useful notes
When practising, use information you are authorised to enter.