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Sales Pipeline Pack
Sales Pipeline Pack
This pack contains the Opportunities App and the Web to Lead app.
17 articles in this collection
Written by
Errol Elumir
and
Inder Dhaliwal
Opportunities App
What is an Opportunity
Understanding what opportunities are in Method:CRM
Written by
Inder Dhaliwal
Updated over a week ago
About the Opportunities App
Get started with the opportunities app in Method:CRM.
Written by
Inder Dhaliwal
Updated over a week ago
Opportunity App Preferences
Preferences for the opportunity app in Method:CRM
Written by
Inder Dhaliwal
Updated over a week ago
Update an Opportunity in Progress
How to update an existing opportunity in Method:CRM.
Written by
Inder Dhaliwal
Updated over a week ago
Close a Sales Opportunity
How to close a sales opportunity in Method:CRM.
Written by
Inder Dhaliwal
Updated over a week ago
Create / Edit an Opportunity Stage
Creating /editing an opportunity stage in Method:CRM.
Written by
Inder Dhaliwal
Updated over a week ago
Create / Edit Opportunity Type
How to create or edit an opportunity type in Method:CRM.
Written by
Inder Dhaliwal
Updated over a week ago
Web to Lead App
About the Web to Lead App
Capturing leads from your website
Written by
Errol Elumir
Updated over a week ago
Using the Web to Lead app
How to use the Web to Lead app in Method:CRM
Written by
Inder Dhaliwal
Updated over a week ago
Creating a Web to Lead Form
How to create a Web to Lead form in Method:CRM.
Written by
Inder Dhaliwal
Updated over a week ago
Embed Web to Lead Form in Your Website
How to use iframe to embed the web to lead form on your website.
Written by
Inder Dhaliwal
Updated over a week ago
Embed Web to Lead form on your WordPress site
How to use iframe to embed the web to lead form on your Wordpress site.
Written by
Inder Dhaliwal
Updated over a week ago
Reporting
Intro to Opportunities Charts & Reports
See an overview of your Sales Opportunities with charts and reports.
Written by
Errol Elumir
Updated over a week ago
Opportunities Charts
A graphical overview of your sales opportunities still in the pipline.
Written by
Errol Elumir
Updated over a week ago
Opportunities Won / Lost Charts
A graphical overview of your won and lost opportunities.
Written by
Errol Elumir
Updated over a week ago
Opportunity Reports - Activities Charts
Charts showing an overview of the activities related to opportunities
Written by
Errol Elumir
Updated over a week ago
Opportunity Print Reports
See an overview of your Opportunities in a print report.
Written by
Errol Elumir
Updated over a week ago