Opportunity Pipeline

Track and manage your sales pipeline using opportunities and custom behavioral workflows.

  1. 1

    Go to the Opportunities module.

  2. 2

    Enter the following required information:

    • Contact and Opportunity Name
    • Products (auto-fill enabled)
    • Status: Open, Won, Lost
    • Probability & Close Dates
  3. 3

    Select Process, Stage, and Days in Stage.

  4. 4

    Click Create to finalize.