Opportunities

The CRM has always been at the forefront of providing efficient and user-friendly tools for businesses. One such feature is the enhanced opportunities export, which

Welcome to the comprehensive guide on utilizing the powerful custom fields feature for opportunities in our management system. This versatile tool allows you to capture

In this article, we will learn how to end an opportunity. Sometimes, an opportunity is not going to work or be in the won status.

In this article, you will learn more about how the opportunity tab works, and what you can do. In here is where you can see

Pipelines are essential for tracking opportunities, managing customer journeys, and organizing sales processes. This article will guide you through creating and editing pipelines to streamline

The ability to import Contacts and Opportunities from a single CSV file is a powerful feature that simplifies data management. Whether you’re managing a large

If you’ve accidentally deleted an opportunity, you can now restore it within the Opportunities tab. Follow these steps to recover your deleted opportunities: How-to steps: