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  • Back to NicheFit™
  • Need Support?
  • Getting Started
    • Onboarding Series
    • Welcome - NicheFit Help Center! 🥳🎉
  • Site Builder
    • Custom Elements in the Site Builder
    • Order Confirmation Element in the Site Builder
    • Text Elements in the Site Builder
    • How to Create/ Use a Coupon/Promo Code Two-Step Form
    • How To Add Hyperlinks to Websites And Funnels
    • How To Use Forms, Surveys And Calendars In Funnels
    • How To Upload Images and Use the Media Library
    • How to use URL Parameters on your Landing Page
    • How To Create and Update Global Sections
    • How to Use Forms, Surveys, and Calendars in Funnels
    • Using The Video Element in the Funnel Builder
    • How To Configure The Buttons on Your Website
    • Customizing Funnel and Website Colors
  • Funnels & Websites
    • Card Authorization for Subscription and Payment Plans
    • Understanding URL Paths
    • Cloudflare Setup
    • How To Create A Custom Website
    • How to Connect Your Domain to a Funnel or Website
    • How To Clone and Share Funnels
    • Implementing Funnel Best Practices
    • How To Add A Subscription Product To Your Funnel
    • How To Create/Add a Chat Widget to Funnels and Websites
    • Adding Meta Tags to Google Search Console Domain Verification
    • Redirecting Domains (from www to non-www) - Google Domains
  • Contacts
    • Contact Company Overview
    • Bulk Actions - Deleting Contacts
    • How The Sticky Contact Feature Works
    • How to Allow or Prevent Duplicate Contacts
    • Bulk Import and Export of Multiple Emails for Contacts
    • Create and Use SMS And Email Templates
    • How to Restore Deleted Contacts
    • How To Create and Edit Smart Lists
    • Bulk Actions - Import and Export Contacts
    • Editing Pending and Processing Bulk Actions
    • Bulk Action Delivery Options
    • Using the DND (Do Not Disturb) Feature
    • Using the Bulk Action Features
    • Bulk Actions - Email
    • Bulk Actions - Sending Review Requests
    • Bulk Actions - Pipeline Change
    • Bulk Actions - Merge Duplicate Contacts
    • Additional Emails per Contact
    • Bulk Actions - Add or Remove Tags
  • Forms
    • How to Look Up Form Attribution
    • How to Add or Remove Logos for Forms
    • How To Add a Bump Offer in Order Forms
    • View Chat Widget Submissions
    • Signature Custom Field in Forms and Surveys
    • How To Build, Edit, And Utilize Forms
    • How To Build, Edit, And Utilize Surveys
    • Background Images in Forms
  • Memberships
    • Adding A Customer to Your Membership Area, Course, or Offer
    • Membership Settings: Site Details
    • Create or Edit Posts in Memberships
    • Workflow Action: Membership Grant Offer
    • Membership Status
    • Membership - Revenue Analytics
    • How to Create/ Edit Categories in Memberships
    • Resending Membership Credentials
    • Customize Membership Settings
    • How to Build/Edit an Offer in Memberships
    • Membership Assessments
    • How to Manually Grant Access to Memberships
    • Magic Links for Memberships
    • Adding a Chat Widget to your Membership Section
    • Setting Up Drip Content for Subcategories in Memberships
    • Customizing The Membership Welcome Email
    • How To Create A Membership One-Click Upsell
    • How To Use Membership Themes
    • Membership Products and Offers Overview
    • Managing Comments In Your Membership Section
    • Creating and Customizing The Membership App
  • Calendars
    • How to Utilize the Calendar
    • How To Block Off Time In A Calendar
    • Google Calendar Writer Access Error
    • Settings: Calendars
    • Class Booking in Calendars
    • Outlook Calendar Integration
    • Stripe Integration For Calendars
    • Add a Logo to Your Calendar
    • Calendar Color Codes
    • Collective Booking - Calendars
    • Calendar Setup 101
  • Payments
    • How to Set Up Your First Affiliate Manager Campaign
    • Customize Email & SMS Notifications for Invoicing
    • How to Process Refunds
    • Authorize.net Integration
    • Customizing Tax Settings in Your Payments Section
    • Testing Payments For a Funnel or Website
    • How To Download a PDF of an Invoice
    • Affiliate Manager - Importing Contacts
    • Creating Recurring Invoices
    • Default Gateways for Payment Integrations
    • Invoice Settings
    • How To Create An Invoice
    • Affiliate Manager Overview
    • Setting Up An Affiliate Funnel with Products
    • How to Add or Upload Affiliates
    • Available Card Numbers For Testing Payment Integrations
    • Who is NMI? (Network Merchants Inc. Integration)
    • Coupons: An In-depth Look
    • Subscriptions Tab in Your Payments Section Overview
    • How To Use The Transactions Tab in Your Payments Section
    • How To Switch From FirstPromoter to Affiliate Manager
    • How To Use The Payments Tab
    • Apple Pay, Google Pay Invoices, or Text2Pay Links
    • Using The Orders Tab in Your Payments Section
  • Email & SMTP
    • SMTP Error Code Tables
    • Email Builder: Understanding Advance Conditions for Smart Lists and Tags
    • Masking Sender Emails - From Name and Address
    • Forwarding Address and BCC in Email Setup
    • Test Email - Error Troubleshooting
    • Email Templates vs. Email Campaigns
    • 2-way Email Sync for Outlook
    • How to Create or Edit Your Email Signature
    • Masking Sender's Name & Email Address in NicheFit Emails
    • Differentiating Between Basic & Custom for RSS Headers/ Items in the Email Builder
    • Content AI in the Email Builder
    • Email Statistics
    • Trigger Links in Email Builder
    • How To Use RSS Feeds in the Email Builder
    • How To Hide Email Elements In The Mobile View Of Your Email Builder
    • Integrating Gmail for Email Service
    • How to send a Regular Email Campaign
    • Video Element in the Email Builder
    • Checking Email Statistics
    • How to Change Content of an Ongoing Email Campaign
    • How To Use the Email Builder
    • How to Connect SendGrid as your SMTP Service
    • RSS Email Body Is Showing HTML Tags
    • Email Unsubscribe Link
    • Gmail 2-Way Email Sync
    • List Unsubscribe Headers
    • Email Attachment Size Limits
    • NicheFit Email Authentication - DMARC
    • How to Find Hidden or Broken Elements in Email
    • How to Use the Design Editor for Email Templates
    • How to Import a Template from Mailchimp
    • How to Import a Template from Active Campaign
    • Mobile Formatting in the Email Builder
    • Using Custom Fonts in the Email Builder
    • Split Testing in Email Campaigns
    • "Add This Event To Your Calendar” Custom Values
    • Email Errors
    • Custom Reply Address
    • Email Deliverability 101
    • Email Analytics
  • Mailgun
    • Mailgun Setup Using GoDaddy
    • How to Change Unsubscribe Settings in Mailgun
    • Mailgun Setup - Overview
    • Setting up Mailgun in Cloudflare
    • Setting Up Replies in Mailgun
  • Sites
  • WordPress
    • Funnels on WordPress Websites
    • How To Add a Chat Widget to a Wordpress Site
    • How to Use FTP to Connect to Your WordPress Site
    • How To Point A Domain or Sub-Domain To WordPress
  • Phone System
    • Phone Number Settings Explained
    • How To Get an Outbound Phone Number
    • How Inbound Call Routing Works
    • How To Increase Message Deliverability
    • How To Use Text 2 Pay
    • How do I migrate my agency and sub-account over to LC Phone?
    • Using the Voicemail Feature
    • Setting Up Voicemail & Voicemail Drop FAQs
    • Whisper Message
    • SMS Attachment Size Limits
    • Dialer Feature for One-Time Outbound Calls
    • How to Use SMS & Phone Number Validation
    • A2P 10DLC Campaign Vetting Changes
    • How To Record Calls And Listen To Recordings
    • How To Convert Voicemail Drop Files into MP3 or WAV
    • Phone Messaging Policy
    • Missed Call Text Back
    • A2P 10DLC Best Practices
    • Inbound Call Routing to the Mobile App
    • Call Tracking
    • Options within the Dialer
    • 3DS NicheFit Phone
    • How To Buy a Toll-Free Number
    • A2P 10DLC Campaign Vetting Changes - Jan. 2023
    • U.S. A2P 10DLC Messaging Registration Mandatory, Effective from July 5, 2023
    • A2P 10DLC Campaign Approval Best Practices
  • Twilio
    • Twilio Setup and Compliance for UK Users
    • Understanding Twilio Numbers
    • Twilio Error Messages
    • Twilio Caller ID Setup
    • Complete Twilio Setup
    • How to Delete a Twilio Phone Number
    • Twilio Setup and Compliance for Australia Users
    • Add Voicemail Forwarding & Transcription For A Twilio Number
  • Webhooks
    • Using Webhooks in Triggers To Integrate With Other Applications
  • Social Media
    • How to Connect Your Instagram Business Account With Your Facebook Account
    • How to Connect TikTok in the Social Planner
    • Bulk Scheduling Posts for the Social Planner Using a CSV
    • Facebook Conversion API Integration for Lead Events
    • Connecting Your Instagram Business Account to the Social Planner Tool
    • Post Approval in the Social Planner
    • Using the Social Planner Social Media Tool
    • What's a Follow Up Comment and How To Use it in the Social Planner
    • How To Post as a Page on Facebook Groups
    • Creating Posts in the Social Planner Social Media Tool
    • Instagram Direct Messaging Integration
    • Publishing Instagram Stories in the Social Planner
    • Connect to Your Google My Business Page for Use in the Social Planner
    • How To Create Groups of Social Media Accounts
    • How To Verify Your Domain With Facebook
    • How To Connect LinkedIn for the Social Planner
    • How To Connect Your Twitter Account for the Social Planner
    • Viewing Failed Post Error Messages in the Social Planner
    • How to Schedule your Instagram Reel with the Social Planner
    • Optimal Image and Video File Sizes and Dimensions for the Social Planner
    • Setting Up Email Notifications for Expired Social Media Accounts in the Social Planner
    • How to Create and Utilize the Group Hashtag Feature
    • How to Connect to Your Facebook Group for Use in the Social Planner
    • How to Clear Linkedin Link Preview Cache
  • Opportunities & Pipeline
    • Opportunities Overview
    • How to Create and Edit Pipelines
    • How To Add A Contact To Multiple Opportunities
    • How to End an Opportunity
  • Mobile Apps
    • Using The LeadConnector Mobile App: Conversations
    • LeadConnector Mobile App: Calendar and Appointments
    • LeadConnector Mobile App: Contacts
    • LeadConnector Mobile App: Reputation and Reviews
    • Navigating Through The LeadConnector Mobile App
    • Mobile App Troubleshooting for LeadConnector
    • LeadConnector Mobile App: Invoicing
  • Zapier
    • How To Troubleshoot If Your Zapier Is Not Working
  • Reputation Management & Reviews
    • Call Tracking and Missed Call Text Back Through Google My Business
    • Review widget - "Powered By" going to Bad request page
    • How to Dispute a Google Review & Check on the Dispute Status
    • How to Customize the Review Request Messages (SMS/Email)
    • Breaking Down the Reputation Overview Dashboard
    • How To Set Up NicheFit To Capture Reviews
    • Adding Messaging to Google My Business Listing + Communication Notifications
    • How to Use Yext
  • Blogs
    • Getting Started with Blogs
    • Blogging 101
    • How To Update Your SEO for Blog Posting
    • How To Add A Category in Blogs
    • How to Set Up an RSS Feed for Blogs
    • Content AI for Blogs
  • Conversations
    • Conversations Overview
    • How To Use Trigger Links in SMS
    • Checking Conversation Message Details
    • Using Filters and Bulk Actions in Conversations
  • Workflows
    • How To Create An Appointment Confirmation And Appointment Reminders Campaign in Workflows
    • List of Workflow Triggers
    • Using the History Tab in Workflows
    • Workflow Action: Goal Event
    • How to Get Notified When a Lead Opens an Email
    • How To Mark Appointment Status as Invalid Using a Workflow
    • How To Use Multiple Triggering Events in Workflows
    • Workflow Action: Edit Conversation
    • Customizing Your Settings in Workflows
    • List of Workflow Actions
    • Import Campaigns into Workflows
    • How to Move/Remove Contacts from Workflow Steps
    • Organize Your Workflows Into Folders
    • How To Connect A Course & Funnel Checkout Using Workflows
    • Workflow Contact Attribution Variables
    • Workflow Recipes
    • Workflow Abandoned Cart Template
    • Membership Triggers Overview for the Workflow Builder
    • Marking Calls as Completed
    • How to Set Up Automated Calls And Voicemail Drops
    • Understanding the Workflow History and Status Tabs
    • Race Conditions in Workflows (Unexpected Behavior)
    • Using the Conversion List for Google Ads with Triggers and Workflows
    • How To Move Actions in the Workflow Builder
    • Customizing Delivery Timeframes Within Workflows
    • Using a Workflow and Smart List To Track Failed SMS Contacts
    • Customizing the Email Address in Workflows
    • Using the Testing Features in Workflows
    • Understanding the Workflow Settings Tab
    • Pausing and Resuming Workflows
    • How to Set Up Email/SMS Notifications When An Action Occurs Using Workflows
    • Bulk Actions - Campaigns and Workflows
    • How to Duplicate or Copy a Workflow
  • Workflow Actions
    • Workflow Action: GMB Messaging
    • Workflow Action: Instagram DM
    • Workflow Action: Set Event Start Date
    • Workflow Action: Send To Eliza Agent Platform
    • Workflow Action: Add To Notes
    • Workflow Action: Add Task
    • Workflow Action: Update Appointment Status
    • Workflow Action: Add To Affiliate Campaign
    • Workflow Action: Math Operation
    • Workflow Action: Remove Contact Tag
    • Workflow Action: Remove Assigned User
    • Workflow Action: Remove From All Workflows
    • Workflow Action: AI Appointment Booking Bot
    • Workflow Action: Facebook - Conversion API
    • Workflow Action: Messenger
    • Workflow Action: Send Review Request
    • Workflow Action: Wait
    • Workflow Action: Add To Workflow
    • Workflow Action: Remove From Affiliate Campaign
    • Workflow Action: Update Affiliate
    • Workflow Action: Facebook - Add To Custom Audience
    • Workflow Action: Assign To User
    • Workflow Action: Send Internal Notification
    • Workflow Action: Remove Opportunity
    • Workflow Actions: Add to Google Adwords
    • Workflow Action: If/Else
    • Workflow Action: Send Email
    • Workflow Action: Send SMS
    • Workflow Action: Add to Affiliate Manager
    • Workflow Action: Voicemail
    • Workflow Action: Manual SMS
    • Workflow Action: Facebook - Remove From Custom Audience
    • Workflow Action: Update Custom Value
    • Workflow Action: Webhook
    • Workflow Action: Membership Revoke Offer
    • Workflow Action: Go To
    • Workflow Action: Create/Update Opportunity
    • Workflow Action: Add Contact Tag
    • Workflow Action: Remove From Workflow
    • Workflow Action: Call
    • Workflow Action: Manual Call
    • Workflow Action: Update Contact Field
    • Workflow Action: Set Contact DND
  • Workflow Guides
    • Workflow Guide: Granting an Offer
    • Notification for Opened Emails
    • Add Form Answers to Contact Notes
    • How to Build an Unsubscribe Trigger Link
    • Notification for Tasks
    • Sending Membership Credentials
  • Workflow Triggers
    • Workflow Trigger: Facebook Lead Form Submitted
    • Workflow Trigger: Affiliate Created
    • Workflow Trigger: Opportunity Status Changed
    • Workflow Trigger: Membership Product Started
    • Workflow Trigger: Contact Created
    • Workflow Trigger: Birthday Reminder
    • Workflow Trigger: Category Completed
    • Workflow Trigger: Product Access Granted
    • Workflow Trigger: Contact DND
    • Workflow Trigger: Customer Replied
    • Workflow Tigger: Email Events
    • Workflow Trigger: Survey Submitted
    • Workflow Trigger: Trigger Link Clicked
    • Workflow Trigger: Shopify Order Placed
    • Workflow Trigger: Appointment Status
    • Workflow Trigger: Task Reminder
    • Workflow Trigger: Product Access Removed
    • Workflow Trigger: Call Status
    • Workflow Trigger: Membership Lesson Started
    • Workflow Trigger: Order Form Submission
    • Workflow Trigger: User Login (Membership Login)
    • Workflow Trigger: Offer Access Granted
    • Workflow Trigger: Order Submitted
    • Workflow Trigger: TikTok Form Submitted
    • Workflow Trigger: Video Tracking
    • Workflow Trigger: Payment Received
    • Workflow Trigger: Membership Category Started
    • Workflow Trigger: Note Changed
    • Workflow Trigger: Shopify Order Fulfilled
    • Workflow trigger: Task Added
    • Workflow Trigger: Contact Tag
    • Workflow Trigger: Contact Changed
    • Workflow Trigger: Invoice
    • Workflow Trigger: Pipeline Stage Changed
    • Workflow Trigger: Stale Opportunities
    • Workflow Trigger: Twilio Validation Error
    • Workflow Trigger: Custom Date Reminder
    • Workflow Trigger: Membership New Signup
    • Workflow Trigger: Membership Lesson Completed
    • Workflow Trigger: Shopify Abandoned Checkout
    • Workflow Trigger: Note Added
  • Reporting
    • Appointment Reporting
    • Google Ads Reporting
    • Call Reporting
    • Appointment Reporting
    • How To Navigate and Use Reporting Dashboard
    • How To Use The Dashboard
    • Attribution Report
    • Advanced Data Points in Call Reporting
    • Agent Reporting
    • Facebook Ads Reporting
  • Integrations
    • Integrate Your Facebook Account
    • How to Update Facebook Page Selection & Permissions
    • Local Services Ads With Google
    • Wordpress Plugin for Chat Widget
    • Google Analytics 4 Setup
    • Local Services Ad - Reserve with Google Integration
    • Shopify Integration
    • TikTok Integration
    • Integrate A Stripe Account
    • Zoom Integration
    • Quickbooks Integration
    • Integrating with Google and Google Calendars
    • How to Import Products From Stripe
    • How to Integrate With Paypal
    • Mapping Facebook Form Fields
  • Settings
    • How to Edit User Information and Permissions
    • GDPR Compliance Setup
    • Settings: Tags
    • SendInBlue Setup
    • How To Use The NicheFit Dashboard
    • How To Reset Your Password
    • Account-Wide File Management
    • NicheFit Phone Verified Caller ID
    • List of Custom Values
    • Settings: Business Profile
    • Call Tracking and Missed Call Text Back for Google My Business
    • Settings: Media
    • Internationalization: Multiple Language Support
    • NicheFit Email: SSL Certificate for Dedicated Sending Domain
    • Business Profile Creation Flow (Trust Center)
    • Settings: Reputation Management
    • Settings: Phone Numbers
    • Using The Universal Search Feature
    • Understanding Time Zones
    • Settings: Email Services
    • Customizing 404 Error Page
    • Settings: Custom Values
    • Notification Preferences
    • Settings: URL Redirects
    • Supported Media Types
    • Settings: My Staff
    • NicheFit Email: How to Set Up a Dedicated Sending Domain
    • GDPR Compliance Information
    • Setting Time Zones
    • Adding Multiple Lines in a Custom Value
    • Understanding Domains
    • How To Add a 3rd Party Email/SMTP Account
    • Template Library
    • Settings: Integrations
    • NicheFit Phone SHAKEN/STIR
    • How to Change the Currency Type
    • How To Include Email Signatures On All Outgoing Messages
    • Settings: Company Billing Overview
    • How to Use Audit Logs
    • NicheFit Email Bounce Suspension
    • NicheFit Phone Regulatory Bundle
    • Settings Overview
    • Settings: Custom Fields
    • Settings: Pipelines
    • Settings: Domains
    • NicheFit Email Validation
    • How To Turn On/Off Alternate Timezones
  • Marketing
  • Affiliate Manager
  • Surveys, Forms, and Chat
  • Troubleshooting
    • How to Send a Test Email and SMS
    • How To Troubleshoot When Call Event Is Not Working In A Campaign
    • Google My Business Publishing Troubleshooting
    • Loop Lockouts in Workflows
    • Lead Ad Debugging for Facebook
    • How to Fix Your SMS Settings For SMS Failure To Send
    • How to Check Your Instagram Profile Type
    • How to Clear your Browser Cache
    • Troubleshooting Domains
    • Failed Post Error in the Social Planner
    • Troubleshooting Audio Issues
    • What To Do If A Page Will Not Load
    • Order Form Fingerprint is Missing Error
  • Support
    • How to Create a New Support Request 24/7
  • Triggers
  • Scheduling
  • NicheFit Affiliates Program
    • Affiliates Program - Become A NicheFit Affiliate
  • Account Snapshot
  1. Overview
  2. Opportunities & Pipeline

Opportunities & Pipeline

  • Opportunities Overview

    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 ...

  • 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 to easily create a new pipeline or change existing ones.  Step 1: Accessing the Pipelines page Navigate to Settings & ...

  • 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, there are two ways to add them: add an opportunity in the individual contact's profile or use the Op ...

  • 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. Part 1: Update Opportunity Status. You can update the Opportunity status if it doesn' ...

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