video1.0<iframe src="https://www.loom.com/embed/b09edb23520c4c77855e82b5beb77d8a" frameborder="0" width="1404" height="1053" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>10531404Loomhttps://www.loom.com10531404https://cdn.loom.com/sessions/thumbnails/b09edb23520c4c77855e82b5beb77d8a-c88fc184d3068c66.gif211.1953In this video, I walk you through the simplest setup for creating opportunities and solutions within our project management tool. I demonstrate how to define custom workflows, create fields for opportunities and solutions, and set up views to filter and display them effectively. It's important to remember the naming conventions for linking opportunities to solutions, as the system doesn't enforce this. Please take a moment to review the steps and let me know if you have any questions!