I can capture a purchase opportunity
This guide explains how to capture a purchase opportunity in Jules.
Step 1: Access the 'purchase opportunity' tab on the purchase page
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Here, you'll see a list of all available opportunities along with their maturity.
Step 2: To capture a purchase, click on add a purchase.
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Step 3: Fill up your relevant details.
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Choose the progress of the opportunity by selecting a maturity.
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Step 4: Click on save.
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After saving, your opportunity will be available.
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Updated on: 09/08/2024
Thank you!