L2
Opportunities & Projects

This is a 4 minute and 47 second clip of the full length video to give you an idea of what is in it. The full length screencast (1 hour 49 minutes) will help you understand exactly what an opportunity is. How to set up pipelines for it and also how to set up the products that then go into an estimate so that you can send that off to people. I will show you, once an opportunity is won, how to change it into a project. How to link things up to the project and also track the project through to completion by setting up pipelines and activity sets.