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Opportunities

Where: Customers → Opportunities

Customers → Opportunities is the same data as a list.

Figure: CRM → Opportunities — deal list with inline stage moves

CRM → Opportunities — deal list with inline stage moves

  1. Press “New opportunity”: pick the Customer, give it a Name, and an Amount (in your store currency). Missing either customer or name trips the validation “Customer ID and name are required”.
  2. Change a deal’s stage right in the list — the Stage column is an inline dropdown; changing it toasts “Stage updated — ‹stage›”.