Sales Pipeline
- Opportunities: Tasks
- Sales Pipeline Overview
- Adding and Editing Stages in a Sales Pipeline
- Creating Multiple Sales Pipelines
- Deleting Pipelines and Pipeline Stages
- Using the Opportunity Drawer
- Creating Opportunities in Pipelines and Contact Records
- Creating Opportunities from Qualified Sales Pipeline Leads
- Searching Opportunities via the Search Toolbar
- Modifying the Columns in Saved Views
- Exporting Opportunities Via the Sales Pipeline
- Exporting Opportunities from the Won/Lost Report
- Exporting Opportunities from the Sales Performance Report