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    Setup an Opportunity Type

    Setting up Opportunity Types for Sales Lead Management in RMS.


    Steps Required

    Have your System Administrator complete the following.

    1. Go to Setup > Sales Lead Management > Opportunity Type in RMS.
    2. Select 'Add'.
    3. Enter the Opportunity Type Code.
    4. Enter the Opportunity Type Description.
    5. Select an Association.
    6. 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.

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