Vital CRM
New business opportunities include transaction, offer, and failure, etc. Should they be placed in the "Opportunity" or "Opportunity Stage" of the custom category?

It can be placed in the "Opportunity Stage".
＊How can I set the success/failure reasons for opportunity closure?

You can add examples in the opportunity stage (as shown in the figure)


When adding an opportunity, you can select your custom stage from the drop-down menu.

How can I assign someone responsible (assignee) for certain data?
Vital CRM版本 3
How can I assign someone responsible (assignee) for a batch of data?
Vital CRM版本 3
Search by Assignee - Customer, Company, Opportunity
Vital CRM版本 3
How do I attach a file when I create a new case for a business opportunity?
Vital CRM版本 3
How do I take a note in the business opportunity function?
Vital CRM版本 4
How to send marketing SMS or marketing email to the members of opportunity?
Vital CRM版本 4
How to add a business opportunity source?
Vital CRM版本 3
Import Rules for Opportunities
Vital CRM版本 3
How can I export Opportunity?
Vital CRM版本 5
How can I export Opportinuty including all its details?
Vital CRM版本 3