Notes 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 a opportunity record
Setting 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 a Opportunity
Document 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.
Child 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:
Notes can be added to opportunities at any time after creation
Different Members can be added to opportunity records alongside their roles and relationships
Use this option if you would like to email the Opportunity Contact directly from Gold-Vision.
Click Print if you would like to print the Opportunity details.
Watch our web clip to see how to manage Opportunities: