Opportunity Management

Creating and Managing Opportunities
Table Of Contents Opportunity Dashboard >Kanban View >List View and Filter Options >Bulk Update Create an opportunity Import opportunity ...
Wed, 31 Aug, 2022 at 6:14 AM
Opportunity Rotting
Opportunity Rotting will help you keep track of Opportunities that are stagnant in a particular stage. The platform will alert users of such opportunities p...
Wed, 7 Apr, 2021 at 2:56 PM
Opportunity: Use Revenue/Cost of Documents
If this box is checked, the cost of the opportunity will be automatically taken from the document. If it is unchecked, the cost and revenue can be manually ...
Wed, 31 Aug, 2022 at 5:24 AM