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