Sales Opportunity Tracking
Learn how to track sales opportunities with CiviPlus
By CiviPlus1 author12 articles
Setting up CiviPlus for Sales Opportunity Tracking
Learn how to set up Sales Opportunity Tracking in CiviPlus
- OverviewAn overview of how you could use CiviPlus for sales opportunity tracking
- Creating a "Case Instance"How to create a "case instance" for opportunity tracking
- Creating a "Case Type"How to create a "case type" for opportunity tracking
- Set Up Pipeline StagesHow to setup your opportunity pipeline stages
- Set Up Custom Fields and ActivitiesHow to create custom fields and activities for your opportunity records
- Timelines and SequencesHow to utilise pre-set activities for a specific case type
- CiviRules and AutomationHow to set up rules in CiviPlus for certain actions to take place automatically
Managing Opportunities
Learn how to manage Sales Opportunities in CiviPlus
- DashboardA walkthrough of the elements on a Case Instance Dashboard
- Individual Opportunity RecordsThe key features of a typical opportunity record in CiviPlus
- Updating the Status of an OpportunityOptions for updating the status of an opportunity record
- Activity FeedUnderstanding the Activity Feed on an opportunity record
- People InvolvedManage the People Involved with an opportunity