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Managing Opportunities | Aesthetix CRM

All collectionsPipelines & OpportunitiesManaging Opportunities

Managing Opportunities

Create, edit, filter, import, and track opportunities through your pipelines, including owners, status, and forecasting.

Opportunity Value Assignment Workflow: How to Automatically Assign Opportunity Values

Understanding Opportunities

Creating and Editing Opportunities

Opportunity Cards and Board View

Opportunity Statuses

Filtering, List, and Board Views

Bulk Actions on Opportunities

Importing Opportunities

Opportunity Owners and Followers

Notes on Opportunities

Opportunity Forecasting