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InfoFlo CRM Knowledge Base

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How can I Customize Opportunity Pipeline

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  1. Click 'Settings' and select 'Preferences' from the Ribbon Toolbar.
  2. Select 'Opportunities' from the left navigation menu.
  3. opps-type

  4. To add a new Type of Opportunity, select ‘Types’ and then select ‘New’ to add a new type.
  5. opps-type

  6. To define your sales cycle, select’Stages’ and select ‘New’ to add a new stage. You can also move the stages up and down using the up and down arrows
  7. opps-stages

  8. To edit the default fields in opportunity, select ‘Field Label’ To edit an existing field label click inside of the Display Name’ column and type the new field label. To remove/add a default field uncheck/check the check box field inside the ‘Visible’ column
  9. opps-field-label

  10. To add a custom field to opportunities, select ‘Custom Fields’ and click ‘New’
  11. opps-custom-fields

  12. When finished click ‘Apply” and then ‘OK’