Created by Ezra Weinstein, Modified on Wed, 28 Sep 2022 at 02:00 PM by Hannah Harris

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.


If you do not currently have "Pipelines" set up, you will either need to visit the setting area and create them yourself or contact your CRM administrator to create them for you.


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.


Click the "Start Help Guide" button in this section of your CRM to start an interactive, guided tour and learn more about the components found in this section and how to use them!

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