Opportunity

1. Click on "Create".

2. Client: Select the client .

3. Name: Enter the name associated with the opportunity.

4. Manager Name: Select the manager responsible for overseeing the opportunity.

5. Start Date: Specify the commencement date of the opportunity.

6. Tentative Opportunity Close Date: Indicate the expected date for closing the opportunity.

7. Opportunity Source: Provide information on the source or origin of the opportunity.

8. Billing Model: Choose the appropriate billing model from the dropdown menu.

9. Estimated Revenue: Enter the anticipated revenue associated with the opportunity.

10. Opportunity Stage: Select the current stage of the opportunity.

11. Project Start Date: Specify the initiation date of the project linked to the opportunity.

12. Project End Date: Specify the anticipated completion date of the project.

13. Description: Provide a detailed description of the project associated with the opportunity.

14. Set Reminder: Set the reminder.

15. Upload File: Attach any relevant files or documents pertaining to the project.