Frequently Asked Questions
Opportunities
What is an opportunity?
Opportunities are any pending deals that you want to track in Upswing. An opportunity could be a College Planning Package, a Retirement Plan, or a 401k you are working on for a company. Upswing’s opportunities allow you and your team to manage the sales pipeline from start to close.
How do I add an opportunity?
Adding opportunities is quick and easy. Here's how:
1. Go to the opportunities page.
2. Click on 'Add an opportunity'
3. Fill in the details and click 'Save this opportunit'
How do I delete an opportunity?
Deleting opportunities is quick and easy. Here's how:
1. Go to the opportunities page.
2. Select the opportunity.
3. Click on the 'Edit' link.
4. Click on 'Delete'.
Can I add a note, task or milestone for an opportunity?
You sure can. Inside of an opportunity page, you can enter a note, Add a task, or Add an event.