Managing opportunity status and tags in the admin account
Scroll down to the bottom of the side menu bar to find the "settings" cog. Click on it to reveal the settings options.
2. Click on Post & Kpi Settings to manage opportunity status and tags.
3. This is the page you will land upon clicking Post and Kpi settings. The first option is to manage your Tags. There are some default Tags already added to the system, but you can add and create as many as you like.
4. Click on "Add new Tag" at the bottom of the page to create your own Tag.
5. Write the name of your Tag in the new bar generated and click anywhere outside the bar to save it. You can also click on the "eye" icon next to the tag name to make it visible or hide it.
This feature is particularly useful if you are using a special tag for a promotion and don't want to use it until the next promotion starts, then instead of deleting the tag you can hide it when not in use.
6. Similarly, you can choose the "Opportunity Statuses" on the top of the page to manage the opportunity.
7. Clicking on the "Opportunity Statuses" tab will take you to the opportunity page where you either create a new status or edit and delete the old statuses.
Features that can be managed in this page are:
Name of the opportunity status: "STATUS NAME"
Select to make it visible (or hide) or default and also sort the order of this status.
Probability of the opportunity can be selected in percentages.
Colour code can be given to a status to easily distinguish between different opportunities.
8. Click on the +Add sign to create a new opportunity status.
8. For example, an opportunity named "Test" has been created below.
10. Click on "Save" to create your opportunity.
