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RedTeam Flex - Configure Opportunity Types

Configure the available Opportunity Types used when creating a new Opportunity.

Updated over 9 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 Opportunities section of RedTeam Flex, you are given options to add "Additional Information" such as a type (competitive, negotiated, etc.). You can manage these types in the Configuration section.


Add an Opportunity Type

Follow the steps below to create Opportunity Types in Configuration.

Steps:

  1. From the Configuration menu, select Opportunity Types.

  2. Click the New + icon


  3. Enter a description for the new Type, and click Save when you are ready.


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