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Add/Edit Opportunities Type, Sales Phase, or Close Reason

5/9/2018

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There are certain areas in MRSware where it makes sense to use industry specific words or terms that are used by your company rather than generic terms.  In Opportunity Tracking there are three places to customize MRSware for your company - Type, Opportunity Phase, and Close Reason.
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Opportunity Type
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This field describes the kind of opportunity you are working on.
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Opportunity Phase

This field indicates the sales steps your sales team uses in order to close the opportunity.
​
Opportunity Close Reason

This field lists various reasons why you won or lost the business.
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Each of these areas have drop down menus that you can add to, edit, or delete from. ​

​! Be careful when deleting  as the deletion may affect more than a single opportunity.

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