CiviPlus

A walkthrough of the elements on a Case Instance Dashboard

Dashboard

The key features of a typical opportunity record in CiviPlus

Individual Opportunity Records

Options for updating the status of an opportunity record

Updating the Status of an Opportunity

Understanding the Activity Feed on an opportunity record

Activity Feed

Manage the People Involved with an opportunity

People Involved

CiviPlus Helpdesk

Learn how to manage Sales Opportunities in CiviPlus

Managing Opportunities

Create a custom design with text, images, and links

Get more help

Useful Links

Find answers and get help from Intercom Support and Community Experts

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