How do I create an opportunity?

  1. Click on the "Opportunities" on the left side of the page  

  2. Click on the “Create” button on the bottom right of the “Organization Overview” section

  3. Once you get onto the page, you can:
    • Enter the co-marketer of your opportunity
    • Choose the payment account you would like the transactions to be linked to
    • Choose an opportunity category
    • Enter the name, date,description, and location of your opportunity
    • Add features to your opportunity
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