Opportunities

Opportunity Owners Decoupling Settings
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
Import Opportunities
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