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



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.



Step 3: Fill up your relevant details.



Choose the progress of the opportunity by selecting a maturity.



Step 4: Click on save.



After saving, your opportunity will be available.

Updated on: 09/08/2024