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Creating Opportunities from Views


A key benefit of Xeppo is the ability to build Views which target specific Groups or Clients.

From this custom Views you may then wish to turn all or some into Opportunities.

This is easily achieved by accessing any View in the Xeppo environment and then clicking on "Actions", "Create Opportunity". This will then prompt you to enter in the Opportunity details and the system will then create an Opportunity record for each row selected.


This video shows an example where we open a saved view of what we consider to be SMSF Opportunities and wish to create Opportunity records. 

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