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Opportunity types are used to categorize the type of sale opportunity.


Accessing the Opportunity Types Page

  1. From the Ubersmith Dashboard, click Settings.

    The Ubersmith Settings page appears.
  2. From the Sales & Orders - Sales section, click Opportunity Types.

    The Opportunity Types page appears.

Completing the Add Type Page

  1. Click Add Type.

    The Add Type page appears.
  2. In the Name field, enter the name of the opportunity type.
  3. Click Save or Save & New.


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