Category - Opportunities and Pipeline

Managing your pipeline.

Create a Pipeline

Date: September 27, 2021
By: robholderness2
Categories: Opportunities and Pipeline

To have a knowledge base procedure about CREATING CONTACTS MANUALLY.

Create an Opportunity

Date: June 19, 2021
By: dantedumduma
Categories: Getting Started, Opportunities and Pipeline, Other, Reporting

To have a knowledge base procedure on how to MANUALLY CREATE AN OPPORTUNITY.

Dashboard: Opportunities, Pipeline Value, Conversion Rate, Funnel, Stages Distribution

Date: July 14, 2021
By: dantedumduma
Categories: Conversations, Marketing, Opportunities and Pipeline, Other, Reporting, Settings

How to delete ALL opportunities in a Pipeline

Date: December 17, 2021
By: robholderness2
Categories: Opportunities and Pipeline

To have a knowledge base procedure about CREATING CONTACTS MANUALLY.