Setting up CiviPlus for Sales Opportunity Tracking
Learn how to set up Sales Opportunity Tracking in CiviPlus
By CiviPlus1 author7 articles
- 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