Kanban View for Opportunities Last updated : 11th March 2025 Kanban Overview The Kanban View for Opportunity records offers users a way to more easily visualise, categorise, and update fields on Opportunities. Perhaps you’re a sales manager wishing to visualise and track the progress of sales Continue Reading
Introduction to Opportunities Last updated : 17th February 2025 Opportunities track a potential or pending sale, helping you to track and analyse your sales pipeline Continue Reading
Opportunity Line Items Last updated : 11th March 2025 Use Line Items to record the products or services that your customers are interested in buying Continue Reading
Opportunity Relationships Last updated : 11th March 2025 Relating the key stakeholders against an Opportunity helps you to ensure that you speak to the right people when trying to win a deal Continue Reading
Displaying & Adding Opportunities Last updated : 5th March 2025 Clicking on Start > Sales > Opportunities displays the Opportunities Landing Page. The Opportunities Landing Page displays a choice of views including: My Opportunities – a subset of the All Opportunities view showing a list of those Continue Reading
