Vital CRM
How to add, edit and delete opportunity categories?

1. Go to[ Settings > Customize Category > Opportunity]


2. You can add business opportunity categories here, or click the pencil symbol or the trash can symbol to edit or delete the established categories.

[ Settings > Customize Category > Opportunity](Refer to FAQ)
https://faq.vitalyun.com/EN/CRM#4411
如何新增、編輯、刪除商機類別？ @ 閱讀文件 @ Vitals ESP 知識管理企業雲 (vitalyun.com)
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How to close an opportunity?
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How can I query opportunity information based on the reason for closing?
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Which roles have permissions to close opportunities?
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How to set up notifications for opportunities?
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How to easily edit the opportunity stage, transaction possibility, and scheduled closing date?
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How to convert opportunities into order?
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