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Creating a Custom Opportunity

In Crelate, as a Business customer, you'll have the capability to create a custom opportunity.

Navigating to "Jobs & Opportunities" you may then use the plus sign to create a unique 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.' The 'Main Form' allows you to configure which fields are available for each given opportunity 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).

 

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