Opportunity Pages An Opportunity represents a sale or lead in your business. You can attach Opportunities to relevant Contacts and Organisations in...
Creating New Opportunities You can add new opportunities from the main menu in SET, from a new pipeline or from a contact or...
Deleting and Editing Opportunities In order to delete or edit an Opportunity, click on the pencil icon in the top right corner of the...
Products and Pricebooks Products and Pricebooks allow you to store specific items or services in SET which can be added to an Opportunity....
Finding Your Opportunities There are many ways you can locate your Opportunities in SET. Not only can you click on the various links...
