Managing Opportunities
15 guides covering managing opportunities on the Sparkforge platform.
- Customize Opportunity Cards in Board View Sparkforge lets you choose up to 7 fields on each opportunity card in the pipeline board, plus quick-action icons at the bottom. Layout, column widths, and stag
- How to Decouple Owners for Contacts and Opportunities Sparkforge can assign one owner to a contact and a different owner to that contact's opportunities. Turn on the setting in your sub-account and choose whether f
- How to Duplicate & Copy Pipelines to Sub-Account(s) Sparkforge lets users with Edit access duplicate a pipeline within the same sub-account, and lets Agency Admins copy a pipeline to one or more sub-accounts at o
- How to Easily & Quickly Filter Opportunities in Sparkforge Sparkforge filters narrow your opportunities list to deals that match specific conditions. Use AND/OR logic, date presets, and custom fields to focus reviews an
- How to Manage and Control Pipeline Permissions in Sparkforge Pipeline Permissions in Sparkforge let you set who can view, edit, or fully see each Opportunities pipeline. Share with all users, pick specific users and roles
- How to Use Color-Code Pipelines with Smart Tags in Sparkforge Smart Tags are rule-based color chips that appear on Opportunity cards and update in real time. Use them to flag stale deals, high-value opportunities, and new
- How to Use Kanban View in Opportunities Kanban view gives Sparkforge Opportunities a stage-based pipeline board. Collapse and resize stages, sort by default or custom fields, and switch to List View w
- List View for Opportunities in Sparkforge | Customize & Sort List View shows Sparkforge opportunities in a sortable, column-customizable table. Switch from board view, pick the columns you need, and sort by default or sup
- Multiple Opportunities For The Same Person In The Same Pipeline Allow Multiple Opportunities per Contact lets one Sparkforge contact have several open deals in the same pipeline. Toggle it on under Sub-Account Settings > Obj
- Opportunities - Frequently Asked Questions Quick answers to the most common Sparkforge opportunity questions — exporting, sharing, finding the Opportunity ID, linking up to 10 contacts per opportunity, a
- Opportunities Pipeline Navigation & Stage Colors Guide Sparkforge lets you create and edit pipelines directly from the Opportunities dropdown and assign colors per stage that display as dots or background tints acro
- Opportunity Forecasting Opportunity Forecasting in Sparkforge calculates expected revenue from deal value and probability, classifies risk by slippage, and surfaces pipeline hygiene is
- Opportunity Forecasting in Sparkforge: Setup and Use Opportunity Forecasting adds a Forecast tab to Sparkforge Opportunities with weighted revenue, expected close dates, risk classification, and timeline views by
- Searching for Opportunities The opportunity search bar filters by name, phone, email, company, tag, or contact name in real time. You need at least three characters and matches start from
- Smart Lists in Opportunities Opportunity Smart Lists save filters, sort order, and field selections as reusable views in Sparkforge. They work in List and Board views and can be set as defa