Sparkforge Opportunities FAQs: Export, Share, Custom Fields

General questions

How do I export opportunities?

1. Open Opportunities from the left sidebar.
2. Click the kebab menu (three dots) in the top right.
3. Select Export Opportunities.

The file processes and downloads to your default browser folder.

How do I share a specific opportunity with my team?

1. Open the opportunity in the app.
2. Copy the URL from your browser.
3. Share the link.

Anyone with access lands directly on that opportunity, skipping the search.

How do I track activity on an opportunity and find the Opportunity ID?

1. Click the opportunity card to open it.
2. The Opportunity ID is in the bottom left. Click it.
3. You're redirected to the audit logs for that opportunity.

Audit logs show every activity on the opportunity over the last 60 days.

How does Multiple Contacts per Opportunity work?

• Open the opportunity card and use the Additional Contacts field to link extra contacts.
• The primary contact cannot also be in the additional contacts list.
• If Allow duplicate opportunities is off, one contact can't be the primary or additional on two different opportunities at once.
• Maximum 10 additional contacts per opportunity.
• Lists and workflows currently fire on the primary contact only and use that contact's details.
• From a contact record, the Opportunities tab in the right panel shows every opportunity tied to that contact.

How do I find contact details on lost opportunities?

1. Go to Opportunities in the left menu.
2. Click Advanced Filters.
3. Under Status, select Lost and click Apply.
4. Click any opportunity to see the contact's details.

Custom fields

How do I see custom fields on an opportunity?

Open or create an opportunity. Custom fields appear in the form, organized by folder if you've grouped them. They're editable when you edit the opportunity.

What does Hide Empty Fields do?

It hides any fields that have no value, leaving only the populated ones visible. Useful when you have many custom fields but only fill out a few per opportunity.

How do I edit the values in the Lost Reason field?

1. Go to Settings > Custom Fields.
2. Select Lost Reason.
3. Click Bulk Actions > Edit.
4. Update the values in the modal and save.

Renamed values update everywhere the Lost Reason field is shown.