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 select Export Opportunities. Your file will be processed and downloaded to your browser's default download folder.
How do I share a specific opportunity with my team?
Open the opportunity you wish to share. Copy the URL from your browser's address bar and share it with your team or stakeholders. This link will take them directly to that opportunity's details page, facilitating collaboration and saving time.
How can I track activities and find the Opportunity ID?
Open the opportunity by clicking on its card. The Opportunity ID is displayed in the bottom left corner; click on it to view audit logs. These logs show all activities performed on the opportunity within the last 60 days.
How does the Multiple Contacts per Opportunity feature work?
Open an opportunity and use the Additional Contacts field to link up to 10 other contacts. The primary contact cannot be added as an additional contact. If duplicate opportunities are not allowed, a contact cannot be the primary or additional contact in more than one opportunity. Lists and workflows only use the primary contact's details. In future releases, you'll be able to view opportunities linked to a contact from the Opportunities tab on their record.
How do I find contact details for lost opportunities?
Go to Opportunities and click Advanced Filters. Select Lost under Status and click Apply to filter the list. Click on any opportunity box to view its contact details.
Custom Fields Questions
How can I see my custom fields in an opportunity?
When viewing or editing an opportunity, your custom fields are displayed. If organized into folders, they appear sequentially for easy access.
What does the 'hide empty fields' feature do?
When enabled, this feature hides fields with no values, providing a cleaner view by focusing only on relevant or populated data.
How can I edit the values in the 'lost reason' field?
Go to Settings > Custom Fields, select Lost Reason, and click Bulk Actions > Edit. Modify the values in the modal and save. Changing a lost reason's name updates it everywhere it appears.