- Knowledge base
- Getting started
How to add opportunity
You can add Opportunities in:
- CRM
- File Management
- Product Management
Click on the + symbol

System will populate selection:

Add details and Save.
Task will be displayed in Workday
You can add Opportunities in:
- CRM
- File Management
- Product Management
Click on the + symbol

System will populate selection:

Add details and Save.
Task will be displayed in Workday