Opportunities

This is an overview of your opportunities tab. In this section, you will be able to organize new opportunities into pipelines and keep track of them throughout the entire sales cycle. NOTE: If you do not currently have “Pipelines” set up, you will either need to visit the setting area and create them yourself or […]

How To Filter Opportunities There are many different filtering options in the opportunities section to give you more control and insight into how your pipeline stages are performing. Filter By Date Filter your opportunities using specific periods of time. Filter By Date Added Filter all opportunities by the date when they were added to your

How To Create New Opportunities This is the section where you can create new opportunities from scratch. In most cases, you will be creating opportunities using automation, but it is important to know how to create them from scratch as well. Opportunity Tab Contact Info To create a new opportunity from scratch, you will use

This is an overview of your opportunities tab. To start, you can see the default view all your opportunities or leads, whichever you prefer to call them. Step 1: Filtering the Opportunities There are options to to filter the Opportunities section to view specific opportunities over a period of time. You can view all time,

Using the Pipelines feature, you can more efficiently manage your leads for your business. This tutorial will show you how you can easily create a new pipeline, or make changes to existing ones. Step 1: Accessing the Pipelines page Navigate to Settings > Pipelines Here you’ll see a list of all your existing pipelines. You

You may want to add a contact to multiple opportunities. Follow these steps to learn how to allow duplicate opportunities. After that is done, there are two ways to add them: you can add an opportunity in the individual contact’s profile, or use the Opportunity Trigger Action. Step 1: How to Allow Duplicate Opportunities in Settings Under Settings > Business Info,

Depending on the situation, if an Opportunity isn’t going to work out or close, you may want to delete or archive the Opportunity. There are multiple ways to do this. Part 1: Update Opportunity Status. You can update the Opportunity status if it isn’t going to work out, to either “lost” or “abandoned”. Step 1: Click into