Help

If you have any more questions try asking on the forums.

If you have a paid account, you can email support and you should receive a reply within a few hours.

What are Opportunities?

Opportunities are an easy way to track sales and potential sales within your organisations.

What do the graphs represent?

The two graphs on your dashboard show the opportunities you have won (sometimes referred to as closed) over the last 12 months and your current pipeline - open opportunties and those that you have either won or lost in the current month.

Why don't my graphs display anything?

The most common reason for no data showing on the graphs is becuase you haven't associated a cost with them (for the pipeline), or haven't set up any statuses won, or not open in the 'Admin' section.

How can I change the "Sales Details" options? (Type, Stage, Source)

How do Opportunity Statuses work?

You can setup as many statuses you like within the 'Admin' section, for your graphs to work make sure you have some statuses with the following (you can call them what you like):

Open (Won unticked, Opened ticked)
Won (Won ticked, Open unticked)
Lost (Won unticked, Open unticked)