Opportunities
How to set up a Manual SMS action
Multiple Opportunities Toggle in Workflows
Bulk Edit Opportunities
Customize Opportunity Cards in Board View
List View for Opportunities
Importing Opportunities
Understanding Pipelines
Understanding Opportunities
Step-by-Step Guide: Creating Pipelines
Editing Opportunities
How to Decouple Owners for Contacts and Opportunities
How to use Custom Fields for Opportunities
Step-by-Step Guide: Creating Opportunities
Automating Opportunities
Filtering Opportunities
Editing Opportunities Statuses
Deleting and Restoring Opportunities
Understanding the Opportunities Dashboard
Interpreting Your Opportunities Dashboard The Opportunities dashboard provides key insights into your sales pipeline. The data shown is filtered by the Date Created of the leads, based on the selected
Understanding Funnel and Stage Distribution Widgets
Funnel Widget The Funnel widget provides a visual representation of how opportunities progress through a pipeline. It displays a step-by-step sequence where the number of opportunities typically decre
Searching for Opportunities
The CRM provides robust search functionality to help you quickly locate specific opportunities, saving time and improving efficiency. This guide explains how to use the search feature within the Oppor
Opportunities - FAQs
General Questions How do I export opportunities from the CRM? To export opportunities, navigate to Opportunities from the left sidebar. Click the kebab menu (three dots) in the top right corner and se
Automating Opportunities
You can automate key parts of your sales process using the CRM's workflow builder. This guide will help you set up automation for opportunities, saving time and ensuring consistency. Step 1: Identify
Using Opportunity Custom Values in Document & Contract Templates
What Are Opportunity Custom Values? Document and contract templates allow you to create reusable files with placeholder sections that can be automatically populated with data. These templates can incl
Using Custom Fields to Enhance Your Opportunity Management
What Are Custom Fields for Opportunities? Custom fields for opportunities are a powerful feature that lets you extend the standard data your CRM tracks. They allow you to define and capture informatio
Automate Actions When Opportunities Are Updated
What is the Opportunity Changed Trigger? The Opportunity Changed trigger is a powerful automation tool that activates a workflow whenever an opportunity record in your CRM is modified. This trigger mo
Editing Multiple Opportunities at Once
The bulk edit feature allows you to efficiently update information for a large number of opportunities in a single action, saving you from making repetitive individual changes. How to Perform a Bulk E
How to Use Opportunity Notes
What Are Opportunity Notes? Opportunity Notes is a feature that allows you to create and link notes to both Opportunities and Contacts independently. This provides greater flexibility in how you manag
Managing Multiple Opportunities with Bulk Actions
Using Bulk Actions for Opportunity Cards The bulk actions feature in the CRM's Opportunities section allows you to efficiently manage many opportunity records at the same time. Instead of editing each
How to Link Opportunities with Invoices and Estimates
Understanding Opportunity Linking Linking invoices and estimates to opportunities creates a unified view of your sales and financial data within your CRM. This connection ensures that every billing do
How to Manage Pipeline Permissions
Controlling Access to Your Sales Pipelines Pipeline Permissions allow you to define who can view or edit specific sales pipelines within the Opportunities section of your CRM. This feature helps you m
How to Use Color-Coded Smart Tags for Opportunity Pipelines
What Are Smart Tags? Smart Tags are dynamic, color-coded labels that automatically appear on opportunity cards within your CRM pipelines. They use conditional rules you define to highlight specific op
How to Duplicate and Copy Pipelines to Other Accounts
About Duplicating and Copying Pipelines This feature allows you to create a copy of an existing opportunity pipeline, either within the same account or across multiple accounts. Instead of manually re
Using the Opportunity Forecast Feature
Understanding Opportunity Forecasting Opportunity Forecasting transforms your CRM's pipeline management from basic tracking to strategic revenue planning. This feature provides sales teams and manager
Customizing Pipeline Stage Colors in the CRM
Using distinct colors for your pipeline stages in the Opportunities section helps your team quickly identify the status of deals at a glance. This guide explains how to manage your pipelines directly
Using Smart Lists in Opportunities
What Are Opportunity Smart Lists? Opportunity Smart Lists allow you to save customized views of your pipeline data so you can quickly return to them later. Instead of recreating the same filters, sort
How to Reorder Your Opportunity Pipelines
You can customize the order in which your opportunity pipelines appear in your CRM. This allows you to arrange your sales stages or processes in the sequence that best fits your team's workflow. You c
Opportunities Widgets in Dashboards & Reports
Overview Opportunities Widgets allow you to monitor and analyze your sales pipeline directly within your CRM dashboards and custom reports. These widgets provide a comprehensive view of your pipeline