Start a conversation

System Configuration

  • 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...