Getting Started with Opportunities

8 guides covering getting started with opportunities on the Sparkforge platform.

• Editing Opportunities Open Opportunities, find the deal, click into it, and update any field — contact, value, stage, owner, custom fields. Notes and tasks added here also flow to th
• Editing Opportunity Status Sparkforge opportunities use four fixed statuses: Open, Won, Lost, and Abandoned. Update them by opening the card, dragging it across the pipeline, or triggerin
• How to Create Pipelines in Sparkforge | Step-by-Step Guide To create a pipeline in Sparkforge, go to Opportunities > Pipelines, click Create new pipeline, name it, and add stages. Won and Lost stages are added automatic
• How to Decouple Owners for Contacts and Opportunities Toggle 'Allow different owners for contacts and its opportunities' in your sub-account settings to split ownership. Optional follower-sync settings keep contact
• How to Delete and Restore Pipelines or Opportunities Sparkforge keeps deleted opportunities and pipelines recoverable for 60 days. Restore from Bulk Actions or Settings > Audit Logs; only agency or account admins
• How to Import Opportunities into Sparkforge Using a CSV File Sparkforge accepts CSV files up to 30 MB for opportunity imports. Map Contact ID, Opportunity Name, and Pipeline as required fields, then run the import from th
• How to Use Custom Fields for Opportunities in Sparkforge Custom fields let you track sales-process details that don't fit Sparkforge's default opportunity fields. Create text, dropdown, date, monetary, file, and signa
• Step-by-Step Guide to Creating Opportunities in Sparkforge To create an opportunity, go to Opportunities, click + Add Opportunity, pick a contact, assign a pipeline and stage, set value and status, and assign an owner.