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  • How to…Create and Edit an Opportunity

    To Create an Opportunity, search for the account you wish to add the opportunity to. Select the Opportunity tab on...
  • Opportunity Sales Pipeline

    Within BuddyCRM, we have now added our Opportunity Module. In this Module you are able to view your Sales Pipeline. To...
  • Can I create a custom report showing opportunity deals by stage and owner

    A common reporting query is how to create a report on open opportunities (sometimes referred to as deals) by stage...

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