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Want to stay current with the most up-to-date product news and features all in one place? Check out our Release Notes to read about the newest updates and, more importantly, learn how to use them.
Latest Product Updates
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Searching Opportunities via the Search Toolbar Opportunities help keep your deals organized. Learn how to search your opportunities with Advanced Search features. Last Updated 10/06/23
Using the Opportunity Drawer The Opportunity Drawer helps keep your deals organized. Centralize contact information, opportunity details, and preferences. Schedule tasks for your team and record communication between your team and deal contacts. Last Updated 10/31/24
Sales Pipeline Overview Learn how the sales pipeline works, how to create your own sales pipelines, and how to use sales pipelines to create effective opportunities and improve sales operations. Last Updated 10/06/23
Creating Multiple Sales Pipelines The Sales Pipeline provides a set of features that track and facilitate the steps in securing sales. Learn how to create multiple sales pipelines. Last Updated 07/29/24
Modifying the Columns in Saved Views Opportunities help keep your sales data organized. In the Opportunity Manager you'll get a tabular view of all of your opportunity data. Learn how to filter your data and save those filters as a view. Last Updated 10/06/23
Opportunities: Tasks Learn how to add, remove, and edit Tasks in Opportunities. Tasks help keep your sales teams working seamlessly. Last Updated 10/06/23
Exporting Opportunities from the Won/Lost Report Opportunities help keep your sales data organized. The won/lost report is a report that displays opportunities based on their won or lost status. Learn how to export data from this report into a .CSV file. Last Updated 07/25/24
