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Home Opportunities Opportunities Add Opportunity Types Select Opportunities from the Home page. Click List Types. Click Add Opp Typ Add Opportunity Task/Note Types Build multiple tasks across your opportunities to help drive you from stage-to-st Add Opportunity Stages Opportunity Stages reflect where the opportunity is in its life-cycle. Note: You Assign Opportunities Once you've created opportunity types, stages, and tasks, you can assign opportun Manage an Opportunity Once an opportunity has been created, you'll need to manage the various stages an Filter Opportunities* Opportunities and Tasks also can be used as filters to search for or select Profi Opportunities Overview* Opportunities is a CRM based tool that allows you to tag profiles with opportunit