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OPPORTUNITIES
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OPPORTUNITIES
Introduction to opportunities.
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PIPELINE
Creating an opportunity pipeline.
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ADD AN OPPORTUNITY
How to manually add an opportunity.
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OPPORTUNITY CARDS
Understanding the opportunity cards in detail.
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STAGES & STATUS
The flow of the opportunities.
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MULTIPLE OPPORTUNIES FOR 1 PERSON
How to allow multiple opportunities for 1 person.
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EXPORT OPPORTUNITIES
Export your opportunities or delete and start over.
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WORKING WITH CONTACTS
Adding a contact to and from an opportunity.
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OPPORTUNITIES TOUR
Quick tour on related opportunities feature inside software.
Schedule Your Onboarding Set Up & Walk Through!
Schedule ONBOARDING Time!
(Onboarding and Set Up)
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