How can I create a new opportunity?

You can create a new opportunity within the "Sales Pipeline".

Create a New Opportunity

  1. Run Pipeliner and click the "Pipeline" icon.
  2. In the lower left-hand corner of the application click the "New Opportunity" button and Pipeliner will create a brand new opportunity for you.
  3. Configure your opportunity according to your preferences and click "Save".

Note: Pipeliner will place the new opportunity into the first sales step of your sales process.

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