Opportunities & Pipeline

Opportunities & Pipeline

Getting Started with Opportunities
Creating, Editing and Managing Opportunities and Pipelines
Tue, 13 Feb, 2024 at 4:21 AM
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
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