Opportunities
11 articles
1 min read · Video
How To Use Tasks And Opportunities Owners
This video covers Tasks. It covers how to find assigned tasks, as well as tasks that may not appear on your dashboard that relate to an assigned opportunity.
1 min read
Opportunities Overview
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.
1 min read
How to Create and Edit Pipelines
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…
1 min read
How To Add A Contact To Multiple Opportunities
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:…
1 min read
How to End an Opportunity
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.
2 min read
Bulk Opportunity Import via CSV
Create or update many opportunities at once from a CSV file, including the required columns, date formats, and how to read the import report.
1 min read
Creating and Managing Opportunity Pipelines
Build pipelines with stages that match your sales or service process, then edit, reorder, or hide them.
1 min read
How to Bulk Edit Opportunities
Select several opportunities in card or list view and update shared fields like stage, owner, or status in one step.
1 min read
Color-Code Opportunities with Smart Tags
Add rule-based color chips to opportunity cards so stale, high-value, or new deals stand out in a pipeline.
1 min read
Opportunity Forecasting
Estimate future revenue with weighted expected revenue, expected close dates, risk levels, and week, month, or quarter views.
1 min read
Separate Owners for Contacts and Opportunities
Let a contact and their opportunity have different owners, and keep followers in sync when ownership changes.