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How to Create and Edit an Opportunity - Expert

Add and edit Inventory on an Opportunity

Note: Opportunities are an Expert feature for Gallery and Artist accounts. To view the subscription tiers and what each tier offers, please visit our Features pages: Artists Gallery.

To upgrade your account, visit the Subscription page in Account Settings or contact support@artcloud.com with questions.

Quick Jump To  Guide
Create an Opportunity
Add or Remove Inventory from an Opportunity

Create an Opportunity

Follow this guide to create an Opportunity:

You can send emails, print items, and create to-dos, notes, offers, and invoices directly from the Opportunity Record. Any activity associated with the Opportunity will appear under the Actions tab.

Add or Remove Inventory from an Opportunity

Follow this guide to add or remove inventory from an existing Opportunity:


Suggested Reading:
- What are Opportunities?
- How do I configure my Opportunity Stages?