Sage Sales Management

What is an opportunity?

How to access opportunities?

How to add an opportunity

What fields does an opportunity have?

What options can be found in an Opportunity file?

How to Check-in from an opportunity?

How to filter or search opportunities?

What is the meaning of the icons shown in the opportunity list on the mobile app?

How to edit or delete an opportunity

How to geolocalize new opportunities?

What is the Opportunities Pipeline?

Multiple Pipelines

How can I merge opportunities?

What is a pipeline?

Training

Check out the status of all your business opportunities.

Opportunities

Find answers and get help from Intercom Support and Community Experts

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