LeadConnector

This feature lets you assign different owners to contacts and their related opportunities. It gives your team more flexibility when ownership needs to be sp...

Bulk importing opportunities allows you to quickly create or update multiple opportunity records at once using a CSV file. This process helps save time, red...

Opportunity pipelines help organize your sales or service process by dividing it into structured stages. Each stage represents a step in the customer journe...

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...

Opportunities • Forecasting • Revenue Planning Opportunity Forecasting: Setup and Use Opportunity Forecasting helps sales teams move beyond basic pipel...

Duplicating and copying pipelines allows you to reuse an existing sales structure without rebuilding it from scratch. This helps maintain consistency, reduc...