In Crelate, as a Business customer, you'll have the capability to create a custom opportunity. If you haven't already, please consider reading our Best Practices guide for more information on Opportunity types.

Navigating to Jobs & Opportunities you may first need to Enable in order to create a new opportunity type.

From there, selecting the plus sign will allow you to create a new opportunity type.

The intention here is to allow users to create custom opportunity types to more easily manage unique sales and recruiting opportunities. Each opportunity type can have a unique Main Form as well as Placement Form.

It's very likely you'll want the vastly different fields to enter when creating a Job vs a Consulting opportunity for example. For a job, you're very likely to need Job Title, Fee %, Salary, etc while a Consulting opportunity may have Scope, Hourly Rate, among others. You may Customize the Main Form to build your unique fields for each type.

The Placement Form can also be adjusted for each type. This will give users the flexibility to have a specific form catered for each type (ie. permanent placement, contract to hire, hourly, etc).

What's Next?

For more information about Opportunity types, check out our best practices guide below!

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