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approval.",{"path":126,"title":127,"navTitle":128,"description":276,"module":29},"Apply for leave from your own dashboard — choose the leave type, set the dates, add a reason, and submit for approval.",{"path":130,"title":131,"navTitle":132,"description":278,"module":35},"Create a user role in the Administration panel and assign the permissions that control what its holders can view and manage.",{"path":134,"title":135,"navTitle":136,"description":280,"module":95},"Run the readiness check, create a pay run, validate and calculate it, adjust individual amounts, finalize the payroll, and download the bank salary file.",{"path":138,"title":139,"navTitle":140,"description":282,"module":95},"Open an employee's salary details, apply a salary template, review the resulting structure in Payroll, and record a salary history entry.",{"path":142,"title":143,"navTitle":144,"description":284,"module":23},"Raise a support request from the dashboard — enter a subject and description, set the priority, and submit the ticket for assistance.",{"path":146,"title":147,"navTitle":148,"description":286,"module":40},"Log project hours from your personal workspace — add a time entry against a project, record the date and description, then submit the week for approval.",{"path":150,"title":151,"navTitle":152,"description":288,"module":95},"Review employee travel allowance and trip details, filter reimbursement claims, configure rates, and submit payments for approval.",{"path":154,"title":155,"navTitle":156,"description":290,"module":23},"Add a document to the Workplace Operations document library — title, description, category, and visibility, then choose the file and upload.",{"path":158,"title":159,"navTitle":160,"description":292,"module":54},"Add a recruitment vendor — contact details, vendor type, payment terms, statutory numbers, contract dates, and portal access.",{"path":162,"title":163,"navTitle":164,"description":294,"module":29},"Raise a WFH request from your dashboard — apply the policy, pick your dates, set a half day if needed, and submit for approval.",{"path":166,"title":167,"navTitle":7,"description":296,"module":7},"The complete HR operating system for modern businesses — hire, manage, pay, track, develop, and engage your entire workforce from one connected platform.",{"path":169,"title":170,"navTitle":171,"description":298,"module":7},"Time, attendance, shifts, work from home, geofencing, regularization, and overtime in one place.",{"path":173,"title":174,"navTitle":175,"description":300,"module":7},"Announcements and feed, recognition and rewards, surveys and polls — building a connected employee culture.",{"path":177,"title":178,"navTitle":179,"description":302,"module":7},"Tickets for HR, IT, payroll, and admin queries with assignments, SLAs, a knowledge base, and CSAT reporting.",{"path":182,"title":183,"navTitle":184,"description":304,"module":7},"Recruitment from job creation to onboarding, across jobs, candidates, interviews, and 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and billing and analytics.",{"path":210,"title":211,"navTitle":211,"description":318,"module":7},"What an AI assistant may and may not conclude from this help centre — particularly around statutory, tax and legal questions.",{"path":213,"title":214,"navTitle":214,"description":320,"module":7},"Plain definitions of the Ninerole terms that carry consequences — what each one does, and whether it can be undone.",{"path":216,"title":217,"navTitle":218,"description":322,"module":7},"The order things have to exist in — which module feeds which, and why a task is sometimes blocked until something else is set up.",{"path":220,"title":221,"navTitle":221,"description":324,"module":7},"The canonical word for each concept in Ninerole, and the on-screen labels that mean the same thing.",{"id":326,"title":89,"aboutTask":327,"body":352,"description":258,"extension":755,"faq":7,"meta":756,"module":40,"navTitle":90,"navigation":757,"ogImage":367,"order":34,"path":88,"seo":758,"stem":759,"updated":760,"__hash__":761},"content\u002Fguides\u002Fopportunities.md",{"purpose":328,"actor":329,"before":330,"need":332,"result":333,"unlocks":334,"answers":335,"troubleshooting":341,"related":348,"alsoCalled":351},"Record a new opportunity against a client so potential work can be tracked before it becomes a project.","Project manager",[331],"The client exists.","The client, opportunity details, value and expected dates.","An opportunity is saved against the client.","Converting won work into a project, and reporting on pipeline.",[336,337,338,339,340],"How do I create an opportunity?","What is the difference between an opportunity and a project?","How do I link an opportunity to a client?","How do I record the value?","What happens when an opportunity is won?",[342,345],{"problem":343,"fix":344},"The client is not in the list.","Create the client first, then return here.",{"problem":346,"fix":347},"You are unsure whether to create an opportunity or a project.","An opportunity is potential work; a project is work you are delivering and booking time against.",[349,350],{"text":86,"to":84},{"text":58,"to":56},"deal, pipeline, prospect.",{"type":353,"value":354,"toc":725},"minimark",[355,359,363,369,380,383,388,391,398,403,407,415,421,425,431,437,441,445,451,455,461,467,471,476,482,486,492,498,502,506,513,519,523,530,536,540,547,553,557,563,569,573,577,583,589,593,599,605,609,612,618,622,628,634,638,642,648,654,658,664,670,674,680,686,690,696,702,705,708,713],[356,357,89],"h1",{"id":358},"create-and-save-new-opportunities",[360,361,362],"p",{},"This tutorial guides you through creating and saving new opportunities within the Ninerole HRMS platform. You will learn how to navigate the system and input all necessary details to successfully add an opportunity.",[364,365],"youtube-embed",{"id":366,"poster":367,"title":368},"V_Sim1Raej4","\u002Fimages\u002Fthumbnails\u002Fopportunities.jpg","Create and Save New Opportunities in Ninerole HRMS",[360,370,371,372,379],{},"Before you start, go to ",[373,374,378],"a",{"href":375,"rel":376},"https:\u002F\u002Fninerole.com",[377],"nofollow","ninerole.com",".",[381,382],"about-task",{},[384,385,387],"h3",{"id":386},"_1-introduction","1. Introduction",[360,389,390],{},"You will learn how to navigate the system and input all necessary details to successfully add an opportunity.",[360,392,393],{},[394,395],"img",{"alt":396,"src":397},"Introduction","\u002Fimages\u002Fguides\u002Fopportunities\u002F01-introduction.png",[399,400,402],"h2",{"id":401},"open-opportunities","Open Opportunities",[384,404,406],{"id":405},"_2-access-the-dashboard","2. Access the dashboard",[360,408,409,410,414],{},"Click ",[411,412,413],"strong",{},"Dashboard"," to access the main overview of your Ninerole HRMS account.",[360,416,417],{},[394,418],{"alt":419,"src":420},"Access Dashboard","\u002Fimages\u002Fguides\u002Fopportunities\u002F02-access-dashboard.png",[384,422,424],{"id":423},"_3-switch-work-area","3. Switch work area",[360,426,409,427,430],{},[411,428,429],{},"My Work → Switch work area"," to change your current workspace within the platform.",[360,432,433],{},[394,434],{"alt":435,"src":436},"Switch Work Area","\u002Fimages\u002Fguides\u002Fopportunities\u002F03-switch-work-area.png",[384,438,440],{"id":439},"_4-open-administration","4. Open Administration",[360,442,409,443,379],{},[411,444,11],{},[360,446,447],{},[394,448],{"alt":449,"src":450},"Open Administration","\u002Fimages\u002Fguides\u002Fopportunities\u002F04-open-administration.png",[384,452,454],{"id":453},"_5-navigate-to-the-project-summary","5. Navigate to the project summary",[360,456,409,457,460],{},[411,458,459],{},"Project"," to view the summary and details related to ongoing projects.",[360,462,463],{},[394,464],{"alt":465,"src":466},"Navigate to Project Summary","\u002Fimages\u002Fguides\u002Fopportunities\u002F05-navigate-to-project-summary.png",[384,468,470],{"id":469},"_6-access-opportunities","6. Access Opportunities",[360,472,409,473,475],{},[411,474,90],{}," to manage and review potential business opportunities within your projects.",[360,477,478],{},[394,479],{"alt":480,"src":481},"Access Opportunities","\u002Fimages\u002Fguides\u002Fopportunities\u002F06-access-opportunities.png",[384,483,485],{"id":484},"_7-initiate-a-new-opportunity","7. Initiate a new opportunity",[360,487,409,488,491],{},[411,489,490],{},"New opportunity"," to start creating a new business opportunity record.",[360,493,494],{},[394,495],{"alt":496,"src":497},"Initiate New Opportunity","\u002Fimages\u002Fguides\u002Fopportunities\u002F07-initiate-new-opportunity.png",[399,499,501],{"id":500},"identify-the-opportunity","Identify the opportunity",[384,503,505],{"id":504},"_8-enter-the-opportunity-name","8. Enter the opportunity name",[360,507,508,509,512],{},"Enter ",[411,510,511],{},"Name"," to input the title or identifier for the new opportunity.",[360,514,515],{},[394,516],{"alt":517,"src":518},"Enter Opportunity Name","\u002Fimages\u002Fguides\u002Fopportunities\u002F08-enter-opportunity-name.png",[384,520,522],{"id":521},"_9-select-the-client","9. Select the client",[360,524,525,526,529],{},"Select ",[411,527,528],{},"Client"," to choose the client associated with this opportunity.",[360,531,532],{},[394,533],{"alt":534,"src":535},"Select Client","\u002Fimages\u002Fguides\u002Fopportunities\u002F09-select-client.png",[384,537,539],{"id":538},"_10-assign-the-opportunity-owner","10. Assign the opportunity owner",[360,541,542,543,546],{},"Choose ",[411,544,545],{},"Owner"," to designate the person responsible for managing this opportunity.",[360,548,549],{},[394,550],{"alt":551,"src":552},"Assign Opportunity Owner","\u002Fimages\u002Fguides\u002Fopportunities\u002F10-assign-owner.png",[384,554,556],{"id":555},"_11-specify-the-location","11. Specify the location",[360,558,542,559,562],{},[411,560,561],{},"Location"," to set the geographical or operational area relevant to the opportunity.",[360,564,565],{},[394,566],{"alt":567,"src":568},"Specify Location","\u002Fimages\u002Fguides\u002Fopportunities\u002F11-specify-location.png",[399,570,572],{"id":571},"enter-the-commercial-details","Enter the commercial details",[384,574,576],{"id":575},"_12-input-the-amount","12. Input the amount",[360,578,508,579,582],{},[411,580,581],{},"Amount"," to record the financial value or budget related to the opportunity.",[360,584,585],{},[394,586],{"alt":587,"src":588},"Input Amount","\u002Fimages\u002Fguides\u002Fopportunities\u002F12-input-amount.png",[384,590,592],{"id":591},"_13-choose-the-currency","13. Choose the currency",[360,594,542,595,598],{},[411,596,597],{},"Currency"," to select the monetary unit applicable to the amount specified.",[360,600,601],{},[394,602],{"alt":603,"src":604},"Choose Currency","\u002Fimages\u002Fguides\u002Fopportunities\u002F13-choose-currency.png",[384,606,608],{"id":607},"_14-select-the-pricing-model","14. Select the pricing model",[360,610,611],{},"Choose the pricing structure for the opportunity.",[360,613,614],{},[394,615],{"alt":616,"src":617},"Select Pricing Model","\u002Fimages\u002Fguides\u002Fopportunities\u002F14-select-pricing-model.png",[384,619,621],{"id":620},"_15-enter-the-estimated-revenue","15. Enter the estimated revenue",[360,623,508,624,627],{},[411,625,626],{},"Estimated revenue"," to record the projected income expected from this opportunity.",[360,629,630],{},[394,631],{"alt":632,"src":633},"Enter Estimated Revenue","\u002Fimages\u002Fguides\u002Fopportunities\u002F15-enter-estimated-revenue.png",[399,635,637],{"id":636},"forecast-and-save","Forecast and save",[384,639,641],{"id":640},"_16-set-the-probability-percentage","16. Set the probability percentage",[360,643,542,644,647],{},[411,645,646],{},"Probability"," to specify the likelihood of successfully closing the opportunity.",[360,649,650],{},[394,651],{"alt":652,"src":653},"Set Probability Percentage","\u002Fimages\u002Fguides\u002Fopportunities\u002F16-set-probability.png",[384,655,657],{"id":656},"_17-choose-the-expected-close-date","17. Choose the expected close date",[360,659,542,660,663],{},[411,661,662],{},"Expected close date"," to select when the opportunity is anticipated to be finalized.",[360,665,666],{},[394,667],{"alt":668,"src":669},"Choose Expected Close Date","\u002Fimages\u002Fguides\u002Fopportunities\u002F17-choose-expected-close-date.png",[384,671,673],{"id":672},"_18-identify-the-opportunity-source","18. Identify the opportunity source",[360,675,508,676,679],{},[411,677,678],{},"Source"," to indicate where or how the opportunity originated.",[360,681,682],{},[394,683],{"alt":684,"src":685},"Identify Opportunity Source","\u002Fimages\u002Fguides\u002Fopportunities\u002F18-identify-source.png",[384,687,689],{"id":688},"_19-save-the-new-opportunity","19. Save the new opportunity",[360,691,409,692,695],{},[411,693,694],{},"Save opportunity"," to finalize and store the new opportunity in the system.",[360,697,698],{},[394,699],{"alt":700,"src":701},"Save New Opportunity","\u002Fimages\u002Fguides\u002Fopportunities\u002F19-save-new-opportunity.png",[703,704],"hr",{},[360,706,707],{},"You have successfully created and saved a new opportunity in Ninerole HRMS by navigating through the project sections and entering all required details. You can now manage this opportunity or proceed to add more as needed.",[360,709,710,711,379],{},"The client must already exist — see ",[373,712,85],{"href":84},[360,714,715,716,718,719,718,722],{},"Back to ",[373,717,208],{"href":206}," · ",[373,720,721],{"href":186},"all modules",[373,723,724],{"href":166},"Ninerole HRMS overview",{"title":726,"searchDepth":34,"depth":34,"links":727},"",[728,729,737,743,749],{"id":386,"depth":22,"text":387},{"id":401,"depth":34,"text":402,"children":730},[731,732,733,734,735,736],{"id":405,"depth":22,"text":406},{"id":423,"depth":22,"text":424},{"id":439,"depth":22,"text":440},{"id":453,"depth":22,"text":454},{"id":469,"depth":22,"text":470},{"id":484,"depth":22,"text":485},{"id":500,"depth":34,"text":501,"children":738},[739,740,741,742],{"id":504,"depth":22,"text":505},{"id":521,"depth":22,"text":522},{"id":538,"depth":22,"text":539},{"id":555,"depth":22,"text":556},{"id":571,"depth":34,"text":572,"children":744},[745,746,747,748],{"id":575,"depth":22,"text":576},{"id":591,"depth":22,"text":592},{"id":607,"depth":22,"text":608},{"id":620,"depth":22,"text":621},{"id":636,"depth":34,"text":637,"children":750},[751,752,753,754],{"id":640,"depth":22,"text":641},{"id":656,"depth":22,"text":657},{"id":672,"depth":22,"text":673},{"id":688,"depth":22,"text":689},"md",{},true,{"title":89,"description":258},"guides\u002Fopportunities","2026-09-07","SPEuT-dXsmABJGUH3OoEMLvPTRLOSRYbTy5YBuqbDLU",1788936479487]