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Seizing Opportunities: Navigating Your CRM's Potential

Explore how to identify and capitalize on opportunities directly within your CRM. This guidance is tailored for optimizing your sales pipeline and driving business growth

Overview of Opportunities

Maximizing Lead Management with the Opportunities Tab Feature

Enriching Opportunities with Custom Fields and Folders

Managing your opportunities in a pipeline

Changing the Status of a Deal

How to Move Contact Cards to Other Pipelines on LeadDec

Creating a Pipeline to Track Opportunities

Exporting Opportunities in LeadDEC: A Step-by-Step Guide

How to Restore Opportunities in LeadDec

How to Add a New Stage Name to Your Pipeline in LeadDec

How to Rearrange the Position of Stages in Your Pipeline

How to Minimize and Maximize the Opportunity Card View

How to Change the Opportunity Card Type

Manually Adding Deals to a Pipeline