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  1. Streamline For Success
  2. 💼 Opportunities
  3. Opportunities

Opportunities

  • How To Add A Contact To Multiple Opportunities
  • Deleting and Restoring Opportunities
  • Automating Opportunities
  • Filtering Opportunities
  • Step-by-Step Guide: Creating Opportunities
  • Editing Opportunities Statuses
  • How to Decouple Owners for Contacts and Opportunities
  • How to use Custom Fields for Opportunities
  • Understanding Opportunities
  • Understanding Pipelines
  • Step-by-Step Guide: Creating Pipelines
  • Editing Opportunities
  • Importing Opportunities
  • Searching for Opportunities
  • List View for Opportunities
  • Customize Opportunity Cards in Board View
  • Multiple Opportunities Toggle in Workflows
  • Bulk Edit Opportunities
Streamline For Success