Opportunities
- Opportunity delivery details, reminders, and notifications
- Creating and editing an Opportunity
- Opportunity list, Kanban, filters, and templates
- Opportunity card and workflow
- Opportunity Items, pricing, discounts, and VAT
- Opportunity processes, stages, conditions, and automation
- Converting Opportunities into financial and other records
- Opportunity PDF, DOCX, email, and document templates
- Opportunity files, notes, Tasks, and email links
- Copying Opportunities, record templates, and deletion
- Opportunity import, export, bulk actions, and reports
- Opportunity email integration and automatic creation
- Visibility and customer portal
- Opportunity settings and administration
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