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Opportunities

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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

  1. From the Onboarding App, select the Opportunities tab and click New

  2. Select the Opportunity Record Type and click Next. This is the type of service being enquired about

  3. Fill in the Referral section of the Opportunity record form - Up to and including the Resposibility section. Then click Save.

  4. You have now created the Opportunity

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