Opportunities - Visual Pipeline (14)

How to use the opportunities - Visual Pipeline?

Modified on Tue, 29 Oct, 2024 at 2:02 PM
How to create or customize pipelines?

Modified on Fri, 14 Feb, 2025 at 12:57 PM
How to move contacts through the pipeline?

Modified on Tue, 29 Oct, 2024 at 2:03 PM
Creating Multiple Opportunities

Modified on Mon, 3 Mar, 2025 at 9:29 AM
Pipeline Stage Change Automation

Modified on Wed, 29 Oct, 2025 at 2:19 PM
Only Open Opportunities are Visible in The Pipeline

Modified on Wed, 7 May, 2025 at 10:59 AM
Step-by-Step Guide: Changing the Primary Contact for an Opportunity in TheraSaaS

Modified on Wed, 7 May, 2025 at 11:27 AM
Moving Notes from Additional Contact to Primary Contact and Opportunity

Modified on Wed, 7 May, 2025 at 11:38 AM
How to Create Opportunity Custom Fields

Modified on Fri, 24 Oct, 2025 at 6:11 AM
Lost Reason Fields Setup & Reporting

Modified on Fri, 31 Oct, 2025 at 3:07 PM