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