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
Timelines and SequencesHow to utilise pre-set activities for a specific case type
CiviRules and AutomationHow to set up criteria in CiviPlus for certain actions to automatically be completed
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