Setup
      Back to home
      1. Knowledge Base
      2. Venues
      3. Setup

      Defining Your Opportunity Types/Market Segments for your Account

      Learn how to create Opportunity Types/ Market Segments for reporting purposes.

      Defining a Opportunity Types/ Market Segments for your Opportunities allows you to forecast on the type of clients/companies you are dealing with, such as Associations, Corporations, PCO’s etc.

      To Define your Opportunity Types/Market Segments
      1. Navigate to Global Settings  > CRM > Types/ Market Segments
      2. Click 'Add Type'.
      3. Enter the name of the Opportunity type/ Market segment. 
      4. Click 'Save'. 

      Creating Opportunity Type

      Please see a guide below on each of the buttons.

      • Edit- Allow you to edit the existing Lead Type.
      • Delete- Allow you to delete the existing Lead Type.