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.