Opportunities and pipeline - Business and Enterprise Plans only
Opportunities aid in monitoring and managing leads through different sales stages, helping businesses streamline efforts and improve conversion rates through pipeline management.
By Hannah1 author7 articles
How to create an opportunitySometimes when you have a client in your system but they haven't done anything yet, you need to move them into an opportunity.
Opportunities OverviewWithin the Opportunities Tab, you can display a great number of contacts and get a visual of where those contacts are on your process.
How To Download A List Of Your OpportunitiesIf you want to download a list of your opportunities, simply start by clicking the "Opportunities" in the left menu.
How To See Additional Information On An Opportunity CardWhen you wish to add more useful info to your cards, click this More Info Icon and a submenu will drop down.
Opportunities Card / Opportunity Details BreakdownBy clicking on top of the white section of your contact card, you'll have access to the opportunity details.
How To Sort/Filter OpportunitiesWithin the Opportunities Tab, you can display a great number of contacts and get a visual of where those contacts are on your process.
PipelinesIn this area, you'll have the capability to construct, arrange, and oversee various pipelines that comprise your opportunities section.