Pipelines and Opportunities
Pipelines, opportunities and stages for tracking every deal.
Opportunities
This feature lets you assign different owners to contacts and their related opportunities.
Bulk importing opportunities allows you to quickly create or update multiple opportunity records at once using a CSV file.
Opportunity pipelines help organize your sales or service process by dividing it into structured stages.
Smart Tags help you visually prioritize opportunities inside your pipelines using color-coded chips.
Opportunities • Forecasting • Revenue PlanningOpportunity Forecasting: Setup and UseOpportunity Forecasting helps sales teams move beyond basic pipeline totals...
Duplicating and copying pipelines allows you to reuse an existing sales structure without rebuilding it from scratch.
Bulk Edit Opportunities lets you update multiple opportunity records at the same time instead of editing each one individually.
Dashboards
Dashboards • Opportunities • Pipeline ReportingFunnel vs. Stages Distribution WidgetsFunnel and Stages Distribution widgets provide two different views of...
Dashboard widgets help you track important business metrics in one place.