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7 published articles
Bulk importing opportunities allows you to quickly create or update multiple opportunity records at once using a CSV file. This process helps save time, reduces manual data entry, and ensures your sales pipeline remains…
Opportunity pipelines help organize your sales or service process by dividing it into structured stages. Each stage represents a step in the customer journey, making it easier to track progress, manage leads, and understand…
Dashboards • Opportunities • Pipeline ReportingFunnel vs. Stages Distribution WidgetsFunnel and Stages Distribution widgets provide two different views of opportunity performance. Funnel shows how opportunities progress through sequential pipeline stages, while Stages Distribution shows…
Smart Tags help you visually prioritize opportunities inside your pipelines using color-coded chips. Instead of relying on filters or text labels, you can highlight deals automatically based on rules you define — such as stale deals,…
Opportunities • Forecasting • Revenue PlanningOpportunity Forecasting: Setup and UseOpportunity Forecasting helps sales teams move beyond basic pipeline totals and build a clearer view of expected revenue, deal timing, and forecast risk. The Forecast…
Duplicating and copying pipelines allows you to reuse an existing sales structure without rebuilding it from scratch. This helps maintain consistency, reduce setup time, and streamline how opportunities are managed across different accounts. By…
This feature lets you assign different owners to contacts and their related opportunities. It gives your team more flexibility when ownership needs to be split between relationship management and deal management, while still keeping…
