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xTuple ERP Reference Guide |
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xTuple ERP Reference Guide |
Opportunity Types are used by the Opportunity Management system to categorize kinds of Opportunities. When Opportunity Types are entered in the Master Information section, these Types are then available for use when entering or updating Opportunities.
You must manually create Opportunity Types if you want the ability to assign them to Opportunities. If no Opportunity Types are defined, then none will be available when entering Opportunities.
To access the master list of Opportunity Types, select the "Opportunity Types" option. The following screen will appear.
The "Opportunity Types" screen displays information on all existing Opportunity Types, including Opportunity Type code and description.
To create a new Opportunity Type, select the NEW button. The following screen will appear:
When creating a new Opportunity Type, you are presented with the following options:
Enter a name to define the Opportunity Type.
Enter a brief description of the Opportunity Type.