Opportunities

• You also can handle your opportunities in Monoes CRM (Kanban view is also optional to use).

• Click on '+New record ' to add a new opportunity , you have to choose a name and fill the fields.

• For each opportunity you can add company you are having the opportunity with.

• Also can add the person who is the point of the Contact.

• For all the opportunity you create you're able to add : Tasks , Notes and Files.

• For each opportunity you can add taks and assign them to the people added to your workspace.

• Can add a due date for each task and change the status of the task.

• You're able to check the tasks in its own page.

• Add your notes here and you are able to track them in the notes page.

• You can also add files to your opportunity.