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Opportunities are the starting point of the Client Onboarding Process. Opportunities are used to capture details about referrals for new potential clients or used as a step in the process of renewing an expired contract with an existing client. |
Creating a New Opportunity
Referral - The client does not exist
From the Onboarding App, select the
Opportunitiestab and click New
Select the
OpportunityRecord Type and click Next. This is the type of service being enquired about
Fill in the Referral section of the
Opportunityrecord form - Up to and including the Resposibility section. Then click Save.
You have now created the
Opportunity
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