In this article, you will learn more about how the opportunity tab works and what you can do. Here is where you can see all your opportunities (which are your leads) and see in which stage of your pipeline they are right now. You can also see their info ...
Using the Pipelines feature, you can more efficiently manage your leads for your business. This tutorial will show you how to easily create a new pipeline or change existing ones. Step 1: Accessing the Pipelines page Navigate to Settings & ...
You may want to add a contact to multiple opportunities. Follow these steps to learn how to allow duplicate opportunities. After that, there are two ways to add them: add an opportunity in the individual contact's profile or use the Op ...
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. Part 1: Update Opportunity Status. You can update the Opportunity status if it doesn' ...