- APIs (1)
- Accounts (12)
- Administration (13)
- Billing (3)
- Calendar (9)
- Contacts (6)
- Documents (3)
- Email Campaign (9)
- Emails (17)
- Form Builder (12)
- General (19)
- Knowledge Base (4)
- Leads (15)
- Opportunities (4)
- Pre-sale (1)
- Preference (6)
- Products (5)
- Quotes (5)
- Report (1)
- Round Robin (1)
- SMS Texting (2)
- Social Intranet (3)
- Support Cases (4)
- Training (2)
- Vendors (6)
- Web Resources (1)
- Website (2)
Most Popular Questions
- How to export contact list from Salesforce?
- List of Local Listing Directories
- How to download Google Sync to Blackberry?
- How to delete a field in a form?
- How do I export my Leads to Outlook?
Most Recently Viewed
- How to add/edit Industry List?
- How to create hyperlink text?
- How do I Import a list of Vendors?
- How to create custom fields?
- I'm filtering a contact when creating an email list and cant find it?
Most Recently Added
Category: Opportunities
How To Upload A Document For An Opportunity?
(KB10000019)
1. Click Lead/Account tab and then "Opportunities" from the tabs on the top. 2. Locate the Opportunity you wish to add the document to. 3. Click through to the Opportunity Details Page. 4. Scroll down and click on ... |
|
What Is An Opportunity?
(KB10000024)
Opportunities are used to track deals through your sales pipeline. An opportunity is any possible negotiation you might be working on. You can customize your pipeline workflow process through the "Preferences" t ... |
|
How To Create A Follow-up Activity For An Opportunity?
(KB10000051)
1. Search for your Lead or Account and go into the details page. 2. Scroll down and click the Opportunities sub-tab. 3. Locate and click on your opportunity. 4. Locate the "Follow Up Box" on the right as sho ... |
|
How To Add A Note To An Opportunity?
(KB10000068)
1. Search for your Opportunity through the search field on the left, or by clicking the Lead/Account and Opportunities tab on the top and locating your Opportunities. 2. Click the Opportunity name to go into the Opp ... |