- Knowledge Center
- RISE
- The Basics
Opportunities: Your Leads & Pipelines
In your left menu, you will find Opportunities.
This tab will brings you to your opportunities overview. You will see every opportunity you have in 1) A Selected Pipeline and 2) in every stage of the pipeline.
For every opportunity created, you will find a Name, a value and a source (where does the lead come from)
In that Tab, you can drag every opportunity in every stage you want.
Finally, if you bring an opportunity at the bottom of your screen, you will see appear a status (Abandoned, Lost, Won). you can drag the opportunity in one of these to change the status of the oppotuniry.