How to Create Structured Opportunity Services

Structured opportunity services are where a hierarchy of services can be populated to increase revenue and expand sales. This article explains how to create Opportunity Services.

The Picklist Opportunity Services page opens with a list of OPPORTUNITY SERVICES. Click Add New on the right-hand side of the Component.

The address bar link is: /?opportunity_services

The Opportunity Services page opens with the ADD NEW form enabled. Add the Name of the New Service. Click the down arrow to select the Parent Opportunity Service.

Enter a value for the Order that this Service will rank as. Click SAVE to commit the changes to the system.

To Delete a Service, Click Delete at the end of the row of the Service that has to be deleted. Click the Underlined Service Name to Edit.


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