How do I add a unique identifier to each Opportunity?

Opportunity Number

Prophet has the ability to add an opportunity number to each opportunity created. This number will increase in sequential value with each new opportunity.

Prophet CRM: Project Record Number

With the Opportunity Number you can:

  • Choose the name of this field, such as Record Number as shown above

  • Choose the starting number

  • Add this field to your quote or excel file

  • Filter or search by this number in Opportunity Manager

  • Incorporate this number in your reports

Please contact your Account Manager to have this feature activated within your Prophet software.