How to navigate, customize, and manage opportunities for streamlined workflow and visibility
How to use Kanban and Table views to customize reports, update pipeline views, and download opportunity data for streamlined reporting
How to add opportunities, manage pipeline access, and use tags to organize and control visibility across your workflows
How to search opportunity sources, create saved searches, manage notifications, and integrate external data to streamline market research
How to review opportunities, add them to your pipeline, leverage AI document insights.
Overview of the tabs within an opportunity.
Let's Set Up Some Saved Searches!