Changing the Likelihood of an Opportunity in CRM

Edition: Professional, Business, Enterprise

User-level: Assistant Project Manager, Project Manager, Director, Assistant Administrator, System Administrator

Previous steps: N/A

Changing the likelihood of an opportunity in the Synergy CRM is done most easily from the Kanban view.

To do this, select Synergy CRM from the organisation dropdown menu, then select Kanban view. Once in the Kanban view, drag and drop the opportunity from one likelihood group to another, as shown below:

Where to next?

How to Create an Activity Card in the Log

What other features does this relate to?

Synergy CRM Overview