Sales Pipeline Pack
This pack contains the Opportunities App and the Web to Lead app.
19 articles
- What is an OpportunityUnderstanding what opportunities are in Method.
- About the Opportunities AppGet started with the opportunities app in Method.
- Opportunity App PreferencesPreferences for the opportunity app in Method.
- Update an Opportunity in ProgressHow to update an existing opportunity in Method.
- Close a Sales OpportunityHow to close a sales opportunity in Method.
- Create / Edit an Opportunity StageCreating /editing an opportunity stage in Method.
- Create / Edit Opportunity TypeHow to create or edit an opportunity type in Method.
- Reorder previously purchased itemsOne-click reorders within the customer portal.
- About the Web to Lead AppCapturing leads from your website
- Using the Web to Lead appHow to use the Web to Lead app in Method.
- Creating a Web to Lead FormHow to create a Web to Lead form in Method:CRM.
- Embed Web to Lead Form in Your WebsiteHow to use iframe to embed the web to lead form on your website.
- Embed Web to Lead form on your WordPress siteHow to use iframe to embed the web to lead form on your Wordpress site.
- Embed Web to Lead form on your GoDaddy siteHow to use iframe to embed the web to lead form on your GoDaddy site.
- Intro to Opportunities Charts & ReportsSee an overview of your Sales Opportunities with charts and reports.
- Opportunities ChartsA graphical overview of your sales opportunities still in the pipline.
- Opportunities Won / Lost ChartsA graphical overview of your won and lost opportunities.
- Opportunity Reports - Activities ChartsCharts showing an overview of the activities related to opportunities
- Opportunity Print ReportsSee an overview of your Opportunities in a print report.