Pipelines & Opportunities
11 articles
- Opportunity Owners Decoupling SettingsWith this new feature, you can now have separate owners for contacts and opportunities in your system. This flexibility allows for more nuanced management and delegation of responsibilities within your organization. TABLE OF CONTENTS - Enabling the Feature - Functionality - How It Helps Enabling th
- Import OpportunitiesTABLE OF CONTENTS - Prepare Your Data- Supported File Types - File Preparation Requirements - Mandatory Fields - Understanding Import Options - Structuring Your File - Importing Your File - Troubleshooting Common Errors - Additional Tips Importing files into our system is straightforward if you fol
- Understanding PipelinesPipelines are an essential feature that streamline and automate various processes within your business workflows. They enable you to create structured sequences of actions that guide leads or customers through predefined steps, ensuring efficient communication and consistent engagement. Pipelines c
- How to Color-Code Opportunity Pipelines (Smart Tags)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, high-value opportunities, or new leads.This article shows you how
- Understanding Pipelines & OpportunitiesAn opportunity is a potential deal or booking tied to a contact. A pipeline is the set of stages an opportunity moves through from start to finish. Together they give you a visual board of where every lead stands. Why pipelines matter - Visibility: see where every opportunity stands at a glance. - C
- Creating & Managing PipelinesCreate a pipeline - Go to Opportunities → Pipelines. - Create a new pipeline and name it. - Add stages in order; rename and reorder as needed; control which stages show in reporting. - Save. Editing stages safely From the pipeline edit screen you can rename stages, reorder them, add new stages, or d
- Separate Owners for Contacts and OpportunitiesThis 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 follower updates aligned when ownership changes. TABLE OF CONTENTS
- Bulk Opportunity Import Guide: Upload, Map, and Verify CSV DataBulk 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 accurate and up to date. By preparing your file correctly and following the imp
- Creating and Managing Opportunity PipelinesOpportunity 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 where opportunities stand within your workflow. By organizing opportunities
- Opportunity Forecasting: Setup and UseOpportunities • Forecasting • Revenue Planning Opportunity Forecasting: Setup and Use Opportunity Forecasting helps sales teams move beyond basic pipeline totals and build a clearer view of expected revenue, deal timing, and forecast risk. The Forecast workspace combines revenue summaries, time-base
- Pipeline Duplication and Multi-Account Distribution GuideDuplicating 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 using these options, teams can quickly replicate proven