* Note* Custom fields will allow you to record even more data about
your contacts. They can be used in your forms and updated from your
CRM.
* To start, click on Setup > Custom Fields, then choose if you'd like
a custom field for Contact, Opportunity,...
You can export Opportunities into a .CSV file and find them under the
Export Status page under "Connections".
1 .To start, click on the Opportunity under Manage, you would like to
export and select the export button.
2. Navigate to Connections and cli...
This article will detail how to create an opportunity in Mindmatrix.
1. Make sure your role has the appropriate opportunity permissions.
Slide Opportunity up to the far right to use the opportunity feature.
2. Click on Manage > Opportunities and click...
The opportunities section allows users to keep track of engagements
with potential customers. User can design their own opportunity
folders to exclusively contain the information relevant to their
engagement. To create a customized opportunity folder, go ...
To access the "Advanced Search" feature, first, go to the
"opportunities menu" and then select "Advanced Search".
From there, select "create search list".
Give your list a name and description, and then click "Next"
Select the criteria you wish to u...
HOW TO CREATE OPPORTUNITY
STEP 1: Click to expand "SETUP", then select "CUSTOM FIELDS" and then
select "OPPORTUNITY" to create an Opportunity folder.
STEP 2: Click on "CREATE".
NOTE: We can add, change and delete the opportunities folder.
STEP 3: I...
HOW TO PUSH AN OPPORTUNITY TO SALESFORCE
STEP 3: GO TO SETUP> CRM >CRM
STEP 4: Click on the "CONFIGURE BUTTON"
STEP 4: Login to sales force.
STEP 5: Use the dropdown to select the items to import.
STEP 21: Click on "MAP FIELDS".
STEP 5: In th...
FEATURE:
This feature will make it possible for Company to customize the static
fields as well as reorder them in required tabs for their
Opportunities.
WHO WILL BE USING THIS?
This feature will be used by Super Admins who create Opportunity type
fo...
FEATURE:
This feature allows an User to set notifications for different
conditions of Opportunities to various stake holders like Creator or
Owner.
WHO WILL BE USING THIS?
This feature will be used by all Users who have permission to
Opportunity.
...
OPPORTUNITY RECORDS IN A STEP PROCESS
FEATURE:
This feature will make it possible for the Company to use the
Opportunity creation process in "Step" process with 3 steps involving
registering, associating contacts and closure of the Opportunity.
WHO ...
1. Go to Manage > Opportunities.
2. Search for the desired "Opportunity Name".
3. Select the checkbox in front of the Opportunity record.
4. Click on the bin icon to delete the Opportunity record.
Note: Only the creator can delete a particular Opp...
