655. Creation of Origins for Business Opportunities

No. 655. March 9, 2023

ebroker: Creation of Origins for Business Opportunities

ebroker, it allows you add new options to choose in the field From de Business opportunities.

you can create these Origins accessing Control panel > CRM > Opportunities.

Default, ebroker proposes the origin Bell, which cannot be modified or deleted.

To create a new origin, click New. In section From, type the name with which you want this origin to be identified. After accepting, you can select it in the module Business opportunities.

 You just have to go to ...

Tools > Control Panel > CRM > Opportunities