In this video discusses how to update opportunity information including accessing the opportunity card, adding and removing tags, editing the opportunity name, change opportunity pipeline, adding and updating appointments, adding tasks and notes and the buttons on the opportunity card.
A new unlabeled card layout for opportunity pipelines enhances data density and customization options. This compact design allows users to manage large pipelines more efficiently by displaying essential information in a streamlined format. Users can ...
Depending on the situation, if an Opportunity isn't going to work out or close, you may want to delete or archive the Opportunity. There are multiple ways to do this. Part 1: Update Opportunity Status. You can update the Opportunity status if it ...
Opportunity Card Customization: Personalize Your Pipeline View We’re thrilled to announce the new Opportunity Card Customization feature! With this update, you can personalize the fields displayed on opportunity cards in the pipeline view. Customize ...
How to update the customer group from simPRO to LANA? 1. Go to https://subscription.lana.software/dashboard and click Agencies. 2. Then click the search bar. Type the company name of the client and click it to access their settings. 3. Now scroll ...
Using the Bulk Actions features in your Contacts/Smart Lists section, you can perform multiple one-off actions to selected or all contacts. From sending an email or SMS to updating the pipeline stage and more, follow the steps below to learn how to ...