How to Save an Opportunity in Repbox

V7 Instructions (Current)

Option 1: From the Opportunities Module

1. Find Opportunities in the navigation (you may need to select All first)
2. Click Add Opportunities
3. Fill in all desired information. Fields marked with * are required.
4. Click Save

Option 2: Quick Create

1. Click the + icon in the top right
2. Select Opportunity from the dropdown
3. Fill in the required fields. Click Go to Full Form to access all fields.
4. Click Save

V6 Instructions