WeOpportunity

Menu and Settings

• How to Add a User in WeOpportunity
• How to Add a User to a Pass Group
• How To Create a Pass Group
• Adding Strengths to a User in WeOpportunity
• My Settings Review
• Reviewing WeOpportunity Group Rights

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Leads and Opportunities

• How To Create a Lead
• Lead Management Walkthrough
• How to Reassign One or More Leads
• How to Import Contacts Into WeOpportunity From Excel
• How to Import Leads in WeOpportunity From Excel

Reporting

• WeOpportunity URG Walkthrough and Explaination