• Deals / Opportunities Overview

  Opportunities Overview This is an overview of your deals / opportunities tab. To start, you can see the default view all your deals / opportunities or leads, whichever you prefer to call them. Step 1: Filtering the Deals / Opportunities There are options to to filter the Deals / Opportunities section to view specific opportunities over a period of time. You can view all time, or small to large increments of time. If you have any specifications of a timeframe that you'd like to viewFew readers

• How to Create and Edit Pipelines

  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 Navigate to Settings Pipelines Here you’ll see a list of all your existing pipelines. You can click theFew readers

• How to End a Deal / Opportunity

  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 isn't going to work out, to either "lost" or "abandoned". Step 1: Click into the Opportunity and scrollFew readers