Onboarding - Opportunities

Lesson 6 of 8 12 minbeginner

Learn how to track progress for each deal or project using the Opportunities feature in your CRM. This lesson will show you how to visualize your sales pipeline, move deals through different stages, and keep your pipeline up-to-date for accurate reporting and forecasting. Whether you're managing sales leads or project workflows, the Opportunities module gives you a clear visual overview of where everything stands.