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Create New Opportunity

  • Navigate to opportunities view from the main menu on the left side and click on the button Create Opportunity.
  • You can also for quick approach add from the Quick Create menu by clicking on the top right Quick Link Menu and click New Opportunity, a modal will be open on whatever page you are inside BLUE CRM.
  • If you mark the opportunity public will be visible to all staff members, otherwise will be visible to the assigned member, creator, and administrators. Additionally if you want some specific staff member to see all the leads you can add permissions view, click here to read more about permissions.
  • Opportunity can be created by all staff members, staff members that are not admins will be able to see the opportunity on the following cases:
    • If Opportunity is created from the staff member itself.
    • If Opportunity is marked is public.
    • If Opportunity is not created from staff member but this staff member is assigned to this Opportunity.

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