Opportunities & Pipeline
Opportunities & Pipeline
Follow the steps below to create a pipeline: Click Settings in the account view Click Pipeline Click + Create new pipeline Name your pipeline in t...
Sun, 12 Jan, 2020 at 2:22 PM
How to add opportunity cards to the pipeline automatically every time a new lead is added to a campaign:
Sun, 12 Jan, 2020 at 2:24 PM
The Custom Fields for Opportunities feature empowers users to capture, organize, and customize information tailored to their needs, transforming opportuniti...
Fri, 28 Jul, 2023 at 6:36 AM
Use a filter to segregate and view specific data on your opportunity board. Filters support both standard and custom fields In This Article Creating ...
Sat, 21 Oct, 2023 at 7:08 AM