Opportunities - Overview

This article provides a detailed overview of the "Opportunities" tab in your CRM, explaining how to manage and organize business opportunities within pipelines and utilize various features to monitor their progress.

Opportunities - Create an opportunity

This article outlines how to manually create new opportunities in your CRM, covering everything from entering contact info to managing tasks and appointments for better sales tracking.

Opportunities - Download A List Of Your Opportunities

This article guides you through the process of downloading a list of your opportunities from the CRM, ensuring you can manage and analyze your sales data effectively.

Opportunities - See Additional Information On An Opportunity Card

This article explains how to customize the display of your opportunities in the CRM by adding or removing information via the "More Info" icon on the Opportunities tab.

Opportunities - How To Sort/Filter

This article outlines the advanced filtering and sorting options available in the opportunities section of your CRM, enabling more targeted management and analysis of your sales pipeline.

Opportunities - Lost Reason for Opportunities

This article explains a new CRM feature that tracks reasons for lost opportunities, offering insights to understand and reduce future losses.

Opportunities - Custom Fields for Opportunities

This article explains how to use Custom Fields in Opportunities to customize data and improve sales process tracking.

Opportunities - Pipelines

This article provides a comprehensive guide on managing Opportunity Pipelines within your CRM, including how to create, edit, and delete pipelines and stages effectively.