Opportunities Module Interactions

4 guides covering opportunities module interactions on the Sparkforge platform.

• Add Prospects to a CRM Pipeline from Prospecting Enable Add to a Pipeline in the Prospecting tool to route a new prospect into a chosen CRM pipeline and stage as soon as you generate the report. Works with man
• Adding Opportunity Notes in goSparkforge Opportunity Notes let you tie a note to an opportunity, a contact, or both in Sparkforge. Keep deal-specific context isolated from contact history while still s
• Automating Opportunities Open Automations > Workflows, pick an opportunity trigger like Opportunity Created or Pipeline Stage Changed, then add actions like Create Opportunity, Remove O
• Multiple Opportunities Toggle in Workflows Toggle Allow Multiple Opportunity under Settings > Objects > Opportunities so each opportunity on a contact runs as its own workflow execution. Updates do not r