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    Support Home Property Management System Modules Sales Lead Management Setup an Opportunity Type

    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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