How to use Custom Fields for Opportunities
The Custom Fields for Opportunities feature empowers users to capture, organize, and customize information tailored to their needs, transforming opportuniti...
Fri, 28 Jul, 2023 at 6:45 AM
How to Decouple Owners for Contacts and 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...
Thu, 18 Apr, 2024 at 10:32 AM
Importing Opportunities (currently in Labs > Subaccount)
Importing files into our system is straightforward if you follow the guidelines and steps outlined below. This document will help you ensure a smooth and su...
Tue, 28 May, 2024 at 8:52 AM