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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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Using Advanced Search in the Opportunity Manager Opportunities help keep your sales data organized. In the Opportunity Manager your opportunities will be presented in a table format. Learn how to use the Advanced Search feature to pinpoint opportunities in your database based on specified parameters. Last Updated 07/26/24
Archiving and Restoring Opportunities Opportunities help keep your sales data organized. Learn how to archive opportunities you no longer need and how to restore archived opportunities. Opportunities cannot be deleted. Last Updated 07/25/24
Opportunity Manager Overview Opportunities help keep your sales data organized. In the Opportunity Manager you'll see all of your opportunities in a table format. Learn how to navigate the Opportunity Manager and modify your views. Last Updated 07/26/24
Creating Opportunities from the Opportunity Manager Opportunities help keep your sales data organized. In the Opportunity Manager your opportunities will be presented in a table format. Learn how to create new opportunities from the Opportunity Manager. Last Updated 10/06/23
Exporting Opportunities from the Opportunity Manager Opportunities help keep your sales data organized. In the Opportunity Manager you'll see your opportunities in a table format. Learn how to export opportunity data from the Opportunity Manager. Last Updated 07/26/24
Opportunities: Notes Opportunities help keep your sales data organized. Learn how to use the notes section of Opportunities. Add, remove, and update existing notes. Last Updated 07/25/24
Opportunities: Opportunity Fields Opportunities help keep your sales data organized. Opportunities contain data about contacts, tasks, and a record of communications between sales teams and deals. Learn what fields are included in Opportunities, which fields are required and how custom fields are applied. Last Updated 07/25/24
Deleting Saved Views from the Opportunity Manager Opportunities help keep your sales data organized. In the Opportunity Manager your opportunities will be presented in a table format. You can create a View consisting of columns and data sets. Learn how to delete views you no longer need. Last Updated 07/25/24
Creating and Editing Views in the Opportunity Manager Opportunities help keep your sales data organized. In the Opportunity Manager your opportunities will be presented in a table format. Learn how to create a View that consists of columns and data sets that you want to see each time you select that View. Last Updated 10/06/23
Sorting and Modifying Columns in the Opportunity Manager Opportunities help keep your sales data organized. In the Opportunity Manager you'll see your opportunities in a table format. Learn how to sort your data and select which columns to include. Last Updated 10/06/23
