Managing Opportunity Types and Opportunity Type Groups

Adam Graetz
Adam Graetz
  • Updated

This article will walk you through the process of managing Opportunity Types and Opportunity Type Groups in ServiceTrade.

 

Opportunity types can be used to categorize your Opportunities. These types can be grouped based on what kind of opportunity they reflect. This walkthrough will review how to create an opportunity group, an opportunity type, and how to apply an opportunity type to an opportunity.

Note: An Opportunity Type Group needs to exist before an Opportunity Type can be created in it.

 

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