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 on the opportunities page, just an export button. Are you trying to add contacts to…
pipeline
13 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? If so, you’ll just want to click Pipelines up at the top, next to Opportunities,…
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 the opportunity card, and not the client name. Is there a way to change this?”…
Stan Bodzick asked us, “Is there anyway to book a call back appointment in my calendar using a pipeline stage and a trigger?” “It is not possible to book an appointment using a Pipeline Stage in conjunction with a Trigger. You can, however, book an…
Mitch Ashburn asked us, “Is there a way to change pipeline stages from the Opportunities or Contact information page – not the contacts/smart list main page?” “https://www.loom.com/share/50b99661a6614f748204809de0aea589”