CRM · Guide 263 of 624
Opportunity types
Opportunity types classify deals in RockifyERP, for example Sales, Maintenance or Rental.
How to do it in RockifyERP
- Search for Opportunity Type and add the types you need.
- Choose the type on each opportunity.
Tip: Keep the list short so reporting stays meaningful.
Need more help with RockifyERP?
Can’t find what you’re looking for? The RockifyERP support team can walk you through it. Contact RockifyERP support.