Edition: Professional, Business, Enterprise
User-level: Assistant Project Manager, Project Manager, Director, Assistant Administrator, System Administrator
Previous steps: N/A
How to view opportunities in CRM
· Viewing opportunities in a list or Kanban view
1. Select the Organisation dropdown menu in the top-left corner of the page
2. Select Synergy CRM
3. By default, opportunities are shown in a list view. To view opportunities in a Kanban board, select Kanban View in the top-left corner of the Synergy CRM page.
By following the steps above, you can view all opportunities in the pipeline in a list or Kanban view.
Where to next?
What other features does this relate to?