How to Edit Opportunity Details?
Go to the Service menu and under the PureCRM tab open PureCRM View
First, select the pipeline under which you want to manage an opportunity.
Double-click on the opportunity card to open the details.
You can add and update details of card status, the patient’s wellness coordinator(assigned staff), referral source, the priority of the patient, and additional notes.
To update CRM status click on the drop-down and select a new status from the options.
To assign a wellness coordinator to click on it’s drop-down and select the coordinator from the given options.
To add a referral source, click on the drop-down and select new referral from the given option.
Or to add a new referral click on the “+” icon and type the details in the text box.
Now after updating the details click on the Save button.
Opportunity details have been successfully updated.
Related Articles
How to Change Opportunity’s CRM Status?
Go to the Service menu and under the PureCRM tab open PureCRM View First, select the pipeline under which you want to manage an opportunity. Double-click on the opportunity card to open the details. Click on the status drop-down and select the new ...How to Remove an Opportunity card(patient) from CRM?
Go to the Service menu and under the PureCRM tab open PureCRM View First, select the pipeline under which you want to manage the opportunity details. Double-click on the opportunity card to open the details. Click on the delete button placed at the ...How to Edit the Pipeline-Status?
Go to the Service menu and under the PureCRM tab open PureCRM Status & Pipeline First, select the pipeline from the above to see its status. Now as shown in the image click on the Pencil icon placed under the Action column to edit the status. On the ...How to Add a New Opportunity Card in CRM?
Go to the Service menu and under the PureCRM tab open PureCRM View First, select the pipeline under which you want to add an opportunity card. Click on the Plus “+” icon placed at the right-hand side top of the screen. Add a patient name and select ...How to Edit CRM Pipeline In PureCRM?
Go to the Service menu and under the PureCRM tab open PureCRM Status & Pipeline Now Click on the Pipeline tab as shown in the given image. To edit the pipeline name click on the Pencil Icon under the action column for the particular pipeline. Now ...