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RedTeam Flex - Configure Opportunity Stages

A Marketing Opportunity is a chance for a company to market or sell goods or services.

Updated over 8 months ago

A Marketing Opportunity is a chance for a company to market or sell goods or services that emerges when their product or service satisfies the demands of a certain market better than their competition. When you create new Opportunities in the Marketing section of RedTeam Flex, you are given options to add "Additional Information" such as a stage (initial communication, needs assessment, negotioation, etc.) which are simply the current statuses you may select from at any given time to organize a Marketing Opportunity. You can manage these stages in the Configuration section.


1. Add an Opportunity Stage

Steps:

  1. From the Configuration menu, select Opportunity Stages
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  2. Click the New + icon.
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  3. Enter a description for the Stage, and click Save when you are ready.
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