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System Configuration

  • Setting up Auto Sync for Microsoft Exchange account in WeOpportunity

    To check if your Microsoft Exchange credentials are correct: If you are using Office 365, you can go to this website: (if you are using your own exchange server, replace outlook.office365.com with you...

  • How to Add a Data List Item

    Within WeOpportunity you can add/edit/disable data list items.  To do this: Go to Settings -> Data List Select the Data List you are looking to add to and click Add New Record Similar to Adding you ca...

  • Data List - Required Fields

    The following article will review how to set required fields in WeOpportunity. On the left toolbar go to  Settings -> Group Rights Lead Management -> Opportunity Fields Check/Uncheck Required Fields. ...

  • How to add a Task Type

    1) Go to Settings > Office Settings 2) Select an Office to Configure and click Add New Record 3) Enter information needed: - Active: Needs to be selected for Task to be visible in task list for tasks/...

  • How to Enable Rights to View Other Users' Leads and Opportunities

    Note: You must have access to 'User Settings' for this change to be made Please refer to the quick 6-step process for enabling the right to view other users' leads and opportunities: 1) Go to 'User Se...

  • Changing Your Password

    If a user would like to reset their password in WeOpportunity, they must consult their system administrator to do so. System administrators, in order to reset a user's password, please follow the inst...