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?