Pipelines & Opportunities

  1. Overview
  2. Pipelines & Opportunities

Importing Opportunities (currently in Labs > Subaccount)

Importing files into our system is straightforward if you follow the guidelines and steps outlined below. This document will help you ensure a smooth and successful import process. ...

How to Decouple Owners for Contacts and Opportunities

With this new feature, you can now have separate owners for contacts and opportunities in your system. This flexibility allows for more nuanced management and delegation of respons ...

How to use Custom Fields for Opportunities

The Custom Fields for Opportunities feature empowers users to capture, organize, and customize information tailored to their needs, transforming opportunities into fully personaliz ...