How do you close an opportunity?

[Michael Mayer]

Hi All

I'm new to Atlas CRM and Atlassian platforms in general, so a few questions:

1. How do you close an opportunity so that it appears on the closed sales screen?

2. How do you add new fields onto the sales page. I'd like to add a few date and drop down list controls. is there a sales template, similar to the customer & contact templates?

Thanks in advance for any replies and advice

Cheers

Michael

[Kristina Meelind [Avisi] · Accepted solution]

Hey Michael,

Thank you for your questions. 

1. How do you close an opportunity so that it appears on the closed sales screen?

Drag and trop the open sale to the 'won' 'lost box which appears in the right up corner, when you are dragging the sale.

2. How do you add new fields onto the sales page. I'd like to add a few date and drop down list controls. is there a sales template, similar to the customer & contact templates?

Making the sales template customisable is on our roadmap. If you want us to contact you when we release the feature, can you please let us know through our Service Desk or send us an email?

Cheers,

Kristina Meelind

Atlas CRM

www.atlascrm.io

[Michael Mayer]

Thanks Kristina