Opportunities Overview
This is an overview of your opportunities tab. To start, you can see the default view all your opportunities or leads, whichever you prefer to call them. Step 1: Filtering the Opportunities There are options to to filter the Op...
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 you can easily create a new pipeline, or make changes to existing ones. Step 1: Accessing the Pipelines page ...
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 is done, there are two ways to add them: you can add an opportunity in the individual contact's profile, or u...
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 ...
