Opportunities & Pipelines

Getting Started & Overview

  • A Guide to Understanding Opportunities in Fortunyx

  • Pipelines in Fortunyx

  • Opportunities - Frequently Asked Questions

Creating Pipelines & Opportunities

  • How to Create Pipelines in Fortunyx

  • Step-by-Step Guide to Creating Opportunities in Fortunyx

  • How to Use Custom Fields for Opportunities in Fortunyx

  • Add Prospects to a CRM Pipeline from Prospecting

  • How to Import Opportunities into Fortunyx Using a CSV File

Managing Pipelines

  • Reordering Pipelines in Opportunities

  • How to Duplicate & Copy Pipelines to Sub-Account(s)

  • How to Manage and Control Pipeline Permissions in Fortunyx

  • How to Use Color-Code Pipelines with Smart Tags in Fortunyx

  • Opportunities Pipeline Navigation & Stage Colors Guide

Managing Opportunities

  • Editing Opportunities

  • Editing Opportunity Status

  • How to Decouple Owners for Contacts and Opportunities

  • Multiple Opportunities For The Same Person In The Same Pipeline

  • Understanding The Create New Opportunity Toggle

  • Adding Opportunity Notes in goFortunyx

  • How to Delete and Restore Pipelines or Opportunities

Bulk Actions

  • How to Use Bulk Actions in Fortunyx Opportunities

  • Bulk Edit Opportunities

Views & Display

  1. How to Use Kanban View in Opportunities

  2. List View for Opportunities in Fortunyx

  3. Customize Opportunity Cards in Board View

Finding & Organizing Opportunities

  • Searching for Opportunities

  • How to Easily & Quickly Filter Opportunities in Fortunyx

  • Opportunity Smart Lists in Fortunyx Pipelines

Forecasting

  • Opportunity Forecasting in Fortunyx: Setup and Use

Automation & Workflows

  • Automating Opportunities

  • Multiple Opportunities Toggle in Workflows