OPPORTUNITIES
OPPORTUNITIES
Introduction to Opportunities
PIPELINE
Creating an Opportunity Pipeline
ADD AN OPPORTUNITY
How to Manually Add An Opportunity
OPPORTUNITY CARDS
Understanding the Opportunity Cards in Detail
STAGES & STATUS
The flow of the Opportunities
MULTIPLE OPPORTUNIES FOR 1 PERSON
How to allow multiple Opportunities for 1 Person
EXPORT OPPORTUNITIES
Export your opportunities or delete and start over
WORKING WITH CONTACTS
Adding a Contact to and From an Opportunity
OPPORTUNITIES TOUR
Quick Tour on Related Opportunities Feature inside Software
Schedule Your Onboarding Set Up & Walk Through!