Sales Opportunity Tracking
Learn how to track sales opportunities with CiviPlus
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