Add an Opportunity Type

Follow the steps below to add a new opportunity type category:  

1.   Click on User Name.

2.   Select Settings.

3.   Click on Opportunity Types.

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4.   Click the + New Opportunity Type button to open the input screen

  

5.   Enter the Name, Description, choose if you would like to set this as the Default or not.

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6.   Click Save to retain the changes or Cancel to discard the changes.