Vital CRM
How to add new opportunities from the app?

1. After entering customer information, click [More] and select [Opportunities].




2. On the Customer Opportunities page, on the top right, click [+] to add a new Opportunity.




3. Afterwards, you can then add an Opportunity.  Note that permissions could also be set to Opportunities.

After entering customer information, click [More] and select [Opportunities]. (Please refer to FAQ.)
https://faq.vitalyun.com/EN/CRM#5511
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