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