Opportunities
With this new feature, you can now have separate owners for contacts and opportunities in your system. This flexibility allows for more nuanced management a...
Tue, 20 Aug, 2024 at 8:23 AM
TABLE OF CONTENTS Prepare Your Data Supported File Types File Preparation Requirements Mandatory Fields Understanding Import Options Structuring Yo...
Fri, 18 Oct, 2024 at 12:37 PM
Pipelines are an essential feature that streamline and automate various processes within your business workflows. They enable you to create structured sequ...
Thu, 10 Jul, 2025 at 2:07 AM
Smart Tags help you visually prioritize opportunities inside your pipelines using color-coded chips. Instead of relying on filters or text labels, you can h...
Thu, 16 Oct, 2025 at 11:13 AM