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Configuring support Opportunity FunctionalityOverview Basic Configuration Enable and set basic Opportunity options in Core Settings Feature Basics, including configuring Intuit QuickBooks integration
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How to fill out configuring isupport opportunity functionality

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How to fill out configuring isupport opportunity functionality

01
Step 1: Log in to the iSupport application.
02
Step 2: In the Navigation Pane, click on the 'Opportunities' module.
03
Step 3: Click on the 'New Opportunity' button to create a new opportunity.
04
Step 4: Fill in the required fields such as Opportunity Name, Opportunity Type, and Opportunity Owner.
05
Step 5: Configure additional fields and options as needed. This may include adding products or services, setting the opportunity stage, or assigning a sales representative.
06
Step 6: Save the opportunity once all the necessary information has been filled out.
07
Step 7: Review and update the opportunity as necessary. This may involve adding notes, updating the opportunity stage, or assigning tasks.
08
Step 8: Follow up on the opportunity and track its progress using the iSupport functionality.
09
Step 9: Close the opportunity once it has been successfully completed or lost.
10
Step 10: Generate reports or analyze the data related to the configured iSupport opportunities to gain insights into sales performance and trends.

Who needs configuring isupport opportunity functionality?

01
Sales teams and representatives who want to effectively manage and track their opportunities.
02
Businesses or organizations that utilize the iSupport platform for their sales processes and want to streamline the opportunity configuration.
03
Managers or executives who need to monitor and analyze the performance of the sales team and their opportunities.
04
Companies seeking a system to standardize the process of filling out and configuring opportunities within the iSupport platform.
05
Anyone involved in the sales process and responsible for managing and nurturing opportunities.
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Configuring isupport opportunity functionality involves setting up the necessary features and settings in isupport to manage and track opportunities.
Anyone who is responsible for managing opportunities within the isupport system may be required to configure the functionality.
To fill out configuring isupport opportunity functionality, you need to access the relevant settings in the isupport system and make the necessary adjustments according to your organization's needs.
The purpose of configuring isupport opportunity functionality is to streamline the process of tracking and managing opportunities, leading to improved efficiency and better decision-making.
The information that must be reported on configuring isupport opportunity functionality may include details of the opportunities being tracked, relevant contacts, stages in the sales process, and any related activities.
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