• How To Export Opportunities

  HUXLEY has always been at the forefront of providing efficient and user-friendly tools for businesses. One such feature is the enhanced opportunities export, which now offers more customization and flexibility than ever before. In this article, we'll guide you step-by-step on how to utilize this feature to its fullest potential. 1. Accessing Opportunities To begin, navigate to the "Opportunities" section on the left sidebar. This is where you'll find all your business opportunities listed,Few readers

• Custom Fields for Opportunities

  Welcome to the comprehensive guide on utilizing our management system's powerful custom fields feature for opportunities. This versatile tool allows you to capture and organize additional information tailored to your specific business needs, providing you with unparalleled flexibility and convenience. In this guide, we'll walk you through the steps of creating and using custom fields, ensuring that you can fully leverage this feature to enhance your opportunities management. Let's get started!Few readers

• How To Restore Deleted Opportunities

  If you've accidentally deleted an opportunity, you can now restore it within the Opportunities tab. Follow these steps to recover your deleted opportunities: How-to steps: Navigate to the Opportunities Tab Navigate to the opportunities tab in your account. Access the Restore Option Click on the three dots located in the top right corner and select 'Restore' from the dropdown menu. (https://storage.crisp.chat/users/helpdesk/website/-/3/e/e/9/3ee9cd5768387a00/8dff9014-0aFew readers

• How to Create and Edit Pipelines

  Pipelines are essential for tracking opportunities, managing customer journeys, and organizing sales processes. This article will guide you through creating and editing pipelines to streamline your business operations effectively. Pipelines allow businesses to manage and visualize the different stages of their sales process, ensuring each lead is nurtured appropriately. By setting up and customizing pipelines, you can automate workflows, improve efficiency, and enhance your customer journey.Few readers

• How to Manage Opportunities

  In this article, we'll guide you through managing opportunities by updating their status, deleting them, and adding custom lost reasons. These actions help keep your lead management organized and provide valuable insights for refining your sales strategy. Part 1: Update Opportunity Status You can update the opportunity status if it won't work to either lost or abandoned. Click on the Opportunity you want to update (https://storage.crisp.chat/users/helpdesk/website/-/9/9/9/9/99993Few readers

• How to import Contacts and Opportunities using a single CSV file

  The ability to import Contacts and Opportunities from a single CSV file is a powerful feature that simplifies data management. Whether you're managing a large set of leads or tracking sales opportunities, this process enables seamless bulk updates, reducing manual input and ensuring data accuracy. This article will guide you through how to use this feature efficiently, highlight its key benefits, and provide useful tips to enhance your experience. Key Features and Benefits SimultaneousFew readers

• Opportunities Overview

  In this article, you will learn more about how the opportunity tab works, and what you can do. Here is where you can see all your opportunities (which are your leads), and see in which stage of your pipeline they are right now. You can also see their information by clicking on their opportunity card. Part 1: Filtering Opportunities You can filter your opportunities by: Owner, Status, Campaign Type, Last Stage Change, Created on, Updated on, Lead Value, Opportunity Won On, and OpportunityFew readers