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