Category - Opportunities

☞Video: Opportunities

Date: February 26, 2023
By: Steve Gabbard
Categories: Opportunities

How do I create an Estimate and link it to the Opportunity record?

Date: August 15, 2022
By: Steve Gabbard
Categories: Opportunities

When does it make sense to use the Opportunity record?

Date: August 15, 2022
By: Steve Gabbard
Categories: Opportunities

What is the difference between a Lead and an Opportunity?

Date: August 15, 2022
By: Steve Gabbard
Categories: Opportunities

What happens to the associated estimates of the opportunity once it gets converted?

Date: August 15, 2022
By: Steve Gabbard
Categories: Opportunities

Why would a customer want to convert an Opportunity to a Project?

Date: August 15, 2022
By: Steve Gabbard
Categories: Opportunities

How do I notify or assign an Opportunity to an Employee for follow-up?

Date: August 15, 2022
By: Steve Gabbard
Categories: Opportunities

How do I convert an opportunity into a Project?

Date: August 15, 2022
By: Steve Gabbard
Categories: Opportunities

How to get all Opportunity line items to Estimate and SOV?

Date: August 15, 2022
By: Steve Gabbard
Categories: Opportunities

How to set Opportunity each stage of a custom theme for general view list of records?

Date: August 15, 2022
By: Steve Gabbard
Categories: Opportunities