Setup an Opportunity Type
Setting up Opportunity Types for Sales Lead Management in RMS.
Steps Required
Have your System Administrator complete the following.
- Go to Setup > Sales Lead Management > Opportunity Type in RMS.
- Select 'Add'.
- Enter the Opportunity Type Code.
- Enter the Opportunity Type Description.
- Select an Association.
- Save/Exit.
Visual Guide
Go to Setup > Sales Lead Management > Opportunity Type in RMS.
Select 'Add' to create a new Opportunity Type.
Enter the Opportunity Type Code.
Enter the Opportunity Type Description.
Select an Association.
Select 'Save/Exit' to create this Opportunity Type and return to the main setup screen.
