Opportunties Overview

Created by Christi Norfleet, Modified on Mon, 30 Jan, 2023 at 8:23 PM by Christi Norfleet

This is an overview of your opportunities tab. In this section, you will be able to organize new opportunities into pipelines and keep track of them throughout the entire sales cycle.

Opportunity Cards

With opportunity cards, you are able to control and organize pipelines of leads, customers, and other opportunities as they move further down different sales funnels.

Opportunity Search Bar

Search for a specific opportunity by using the search bar to enter any identifiable contact information or their specific opportunity name.

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