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Opportunities & Pipeline

Opportunities & Pipeline

Create a 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
Add Opportunities Automatically
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
Opportunities - How to View Notes
Sat, 4 Jan, 2020 at 12:57 PM
Opportunity Statuses - Won, Lost, and Abandoned
Sun, 12 Jan, 2020 at 2:26 PM
Multiple Opportunities For The Same Person In The Same Pipeline
Wed, 25 Mar, 2020 at 11:55 AM
How to delete ALL opportunities in a Pipeline
Tue, 7 Apr, 2020 at 2:58 PM
Understanding The Create New Opportunity Toggle
Thu, 16 Apr, 2020 at 9:53 AM
How to use Custom Fields for Opportunities
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
Filtering
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