: : Creating an opportunity

To create a new opportunity:

  1. Once connected to the portal, click on the button then select Opportunities.
  2. Select a client portfolio to which you want to attach the opportunity..
  3. Click on .
  4. From a customer / prospect card, click on the button to the right of the page.
  5. In the New opportunity pane, enter the basic information:
  6. Save.

An "opportunity" card is created and appears in the first column of your table.