How to add an opportunity to the pipeline

Modified on Wed, 10 Jul at 12:37 PM

*** Available Only on Desktop ***

Use the Lead Pipeline to add new opportunities and track their progress from beginning to end. 

What is an opportunity? 

In Markate, an opportunity is a lead that is generated from an existing customer. 

To add an opportunity:

Option 1: Click the "New Opportunity" button from the Leads Pipeline

Option 2: Go to Sales > Customers and Select and View a customer.
Press More > Add Lead Opportunity

Once you have added a “Lead Opportunity” you can view by going to “Leads” and it will be listed as Opportunity. You can filter by type “Opportunity” to view only those Leads.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article