Jacqueline D. Daniels asked us, "Hello Everyone! Do I have to manually enter opportunities? I do not see an Import icon; just Export. TIA!" "Hi! There isn't an import icon ...
Pipelines
36 Articles
Deborah Lynne Pope asked us, "How do you add a category into your pipeline?" "When you say, 'category', are you referring to the titles at the top of each column? ...
Larry Gatz asked us, "I have a pipeline setup that adds a contact every time they schedule an appointment, but for some reason the "company name" is showing up in ...
Original Question: Larry Gatz asked:"Is there a way to allow multiple instances of a client in the same pipeline? I have a pipeline set up for client service requests and ...
Original Question: Stan Bodzick asked us: "Is there any way to book a callback appointment in my calendar using a pipeline stage and a trigger?" Answer: Currently, it is not ...
Original Question: Kyle Buxton asked us: "Hey guys, I’m new and setting up my opportunities and triggers. I got a trigger to work for when pipeline stages change, but I’m ...
Mitch Ashburn Asked: "Is there a way to change pipeline stages from the Opportunities or Contact information page - not the contacts/smart list main page?" The Answer Yes, you can ...
One of the most powerful features of Agent CRM is the ability to automate actions when a lead moves through your pipeline. Setting up triggers based on pipeline stage changes ...