Opportunities
A practical guide to the Opportunities module.
- Creating and editing an OpportunityCreating Opportunities, key fields, and editing.
- Opportunity list, Kanban, filters, and templatesList and Kanban views, process tabs, filters, and Save views.
- Opportunity card and workflowCard sections, stages, related information, and action menu.
- Opportunity Items, pricing, discounts, and VATItems lines, prices, taxes, discounts, and PDF options.
- Opportunity processes, stages, conditions, and automationAdministration of sales processes and stages, along with associated automated actions.
- Converting Opportunities into financial and other recordsConversion to Proforma Invoice, Invoice, contract, project, and other records.
- Opportunity PDF, DOCX, email, and document templatesProposal generation, text and document templates, and email sending.
- Opportunity files, notes, Tasks, and email linksRelated files, tasks, notes, history, and email linking.
- Copying Opportunities, record templates, and deletionReuse, copy verification, and safe record removal.
- Opportunity import, export, bulk actions, and reportsData migration, mass processing, and sales performance analysis.
- Opportunity email integration and automatic creationEmail scanning, creation of Opportunities from Leads and the portal.
- Visibility and customer portalStaff permissions, assignees, organizations, and portal access.
- Opportunity settings and administrationWhere to find and how to safely modify Opportunities module settings.
- Opportunity delivery details, reminders, and notificationsDelivery information, expiration dates, and notification events.