Pipelines & Opportunities
Tracking new business. Creating opportunities, shaping your pipeline stages, and seeing value and conversion across the whole book.
Opportunities
- What is an opportunity in Omega?
- How do I move an opportunity between stages?
- How do I see pipeline value and conversion by stage?
- How do I attach tasks to an opportunity?
- How do I add custom fields to an opportunity?
- How do I create an opportunity?
- How do I delete an opportunity?
- How do I add notes to a deal?
- How do I set an expected close date and value?
- How do I customize pipeline stages?
- How do I mark an opportunity won or lost?