Opportunities are where you manage the sales process.Opportunities are typically potential sales or business development opportunities and provide a focus for notes, activities and related quotes.
Add Notes to an OpportunityNotes can be created against an opportunity to record updates and conversations using the Note Icon.
Notes can be added to the opportunity record by clicking Note icon. Click here to find out more about Creating & Using Notes.
Add Links to an OpportunitySetting links and relationships between Opportunity records and other Gold-Vision items can be done by clicking the links icon. Click here to find out more about Links.
Creating document templates from an OpportunityDocument templates can be created against Opportunities records from the Word icon. To find out more about how to create templates please visit our Creating A Document From A Template page.
Creating new items for an OpportunityChild items can be created for each opportunity record by clicking the Plus icon next to Action Menu
Please see related articles as below on how to create new items for Opportunities: