Calling them as they are
We believe each client is unique and so how you use the portal should be unique and tailored to your needs. You should therefore not be restricted on how you structure and name your activities.
Easily editing what you call your 'Opportunities'
The 'Quick Add Setting' allows you to name your 'opportunities' in correspondence to your programmes terms. The below image illustrated the fields that can be customised to align as closely as possible to your business language and the program and/or activities being implemented.
Once the setting has been updated and saved, the changes will reflect on the opportunities page as well as the user profile page.
To learn how to activate this feature, click here