Opportunity

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

• How can I customize columns while viewing my Opportunities?
• If I am working on an Opportunity, how can I directly add time through the Opportunity?
• Can I save documents in an Opportunity?
• 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