How to Create and Edit an Opportunity - ArtCloud Sales
Add and edit Inventory on an Opportunity
Note: Access to Opportunities depends on your subscription. Legacy Gallery accounts have access to Opportunities on Manager Pro Plus; new Gallery accounts must add a Sales Seat; and Artist accounts on legacy and new pricing have access on Artist Manager Pro Plus.
To upgrade your subscription, 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: