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Opportunity How-To’s
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☞Video: Opportunities
Can I keep the opportunity details after creating an estimate?
How to set Opportunity each stage of a custom theme for general view list of records?
How to get all Opportunity line items to Estimate and SOV?
How do I convert an opportunity into a Project?
How do I notify or assign an Opportunity to an Employee for follow-up?
What happens to the associated estimates of the opportunity once it gets converted?
Why would a customer want to convert an Opportunity to a Project?
What is the difference between a Lead and an Opportunity?
How do I create an Estimate and link it to the Opportunity record?
When does it make sense to use the Opportunity record?
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