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Defining Your Opportunity Quality


Opportunity Quality is used to qualify your enquiries. By default, the system has A, B and C-Grade Quality ratings. You can edit, delete or add your own Opportunity Quality Rankings based on your business operations.

You can filter your opportunities and reports by their assigned Quality Rating.

You can add a new one or edit an existing one by;

  1. Navigating to  Global Section   > CRM > Quality
  2. Give the Quality a Name, and choose if you want the forcasted revenue of this quality type to be displayed on the Reports Dashboard


     
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