How can I create opportunities?

From the opportunities section in the Agentero portal click on the Create button and select Create an opportunity

At this point, you are able to select the contact to which you want to assign the opportunity or create the contact directly from scratch. Opportunities are supported for both personal and commercial contacts and all business lines. At this point, you will be able to select your current contacts address or input a new one if the opportunity is for a different one.

Once you finish all steps the opportunity will appear on your opportunities list and on the contact’ profile.

You can also create opportunities to share pdf quotes with your contacts.