Opportunity Types Single Dialog Workspace
Use this workspace to create opportunity types. An opportunity type is a template for opportunities that you create in the Opportunities workspace.
For each opportunity type, you can provide information that Maconomy transfers to new opportunities that you assign to the opportunity type in question. Each opportunity type also identifies an event flow type to be used on the event flows that you create and assign to opportunities of the type in question.
- Related Topics:
- Opportunity Types Tab
This section includes the fields and descriptions for the Opportunity Types tab.
Parent Topic: Set-Up Section