How to End an Opportunity
In this article, we will learn how to end an opportunity. Sometimes, an opportunity is not going to work or be in the won status. When this happens, you can mark the opportunity as lost, abandoned, or simply delete it.
In this article, we will learn how to end an opportunity. Sometimes, an opportunity is not going to work or be in the won status. When this happens, you can mark the opportunity as lost, abandoned, or simply delete it.
In this article, you will learn more about how the opportunity tab works, and what you can do. Here is where you can see all your opportunities (which are your leads), and see in which stage of your pipeline they are right now.
Pipelines are essential for tracking opportunities, managing customer journeys, and organizing sales processes. This article will guide you through creating and editing pipelines to streamline your business operations effectively.
The latest update introduces a robust feature that allows users to effortlessly create and update opportunities by importing data from CSV files.