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Knowledgebase

Opportunity

Opportunity

Get a live view of your entire sales pipeline on your custom dashboard, with detailed reports and widgets.

Create an Opportunity

Delete an Opportunity

Edit Opportunity details

Filter opportunities

See Opportunities in Kanban/Board view

Move the Opportunity from one stage to another

Associate contact to an Opportunity

Remove the contact from an Opportunity

Edit the Opportunity location

Notes

Delete notes in an opportunity

Edit notes in an opportunity

Add notes in an Opportunity

Activity

Delete an activity from an opportunity

Edit an activity in an opportunity

Add activity in an Opportunity

Timeline

Edit an event in the timeline of an opportunity

Delete an event in the timeline of an opportunity

Add an event/reminder in the timeline of an opportunity

Estimates

Edit the estimates in an opportunity

Delete the estimates in an opportunity

Estimate resources in an opportunity

Documents

Delete documents from an opportunity

Upload documents in an Opportunity

Team

Remove team members from an opportunity

Add someone to an Opportunity

History

See the history of an Opportunity

Overview

Add widgets to your view