FAQ & videos
Opportunities
- Intro to the opportunities module
- How do I create an opportunity?
- Can we filter opportunities by a specific contact or account?
- Guide: reassign an opportunity
- How to manage opportunities?
- Guide: add a note
- Is it possible to save filters in the “opportunities” module ?
- How do I export the list of opportunities ?
- Is it possible to have custom fields common to all opportunities ?
- Can opportunities be filtered based on their custom fields ?
- How do I find the ID (identifier) of an opportunity ?
- What is the principle behind the display order of opportunities ?
- How do I edit the opportunities’ labels (sales stages) ?
- Why don’t I see the opportunities assigned to other users ?
- Why do the opportunities associated with a certain sales stage disappear from the “Opportunities” module, but are still clearly visible in my contacts ?