5 docs tagged with "pipeline"

Learn how to use the Create a sales opportunity action to create a CRM opportunity on an account with pipeline, stage, and custom field configuration.

Guide to the Business App CRM - contacts, opportunities, sales pipelines, forms, and tasks for managing customer relationships and closing deals.

The full definition of each CRM lifecycle stage, how automatic transitions work, and how to manually change a stage.

Learn how to use the Reopen opportunity action to return a previously closed opportunity to an active pipeline stage.

Learn how to use the Update opportunity stage action to move an opportunity to a different pipeline stage.