0:02 Hello everybody, today we’re walking through the Opportunities page in VipeCloud. This is an introduction to the page, covering what you’re looking at, what the buttons do, and how to use it.
0:23 The Opportunities page is where you’ll find your pipeline, allowing you to track deals in your business and gain insights into your pipeline activity.

1:01 Starting at the top, you can search for opportunities by name. For example, typing "George" pulls up all matching opportunities.
1:27 The Create button lets you create a new opportunity. If you’re creating it here (not from a contact record), make sure to manually link it to the relevant contact or account.

2:02 Filters are where you can refine what you’re viewing, such as "My Opportunities" versus all team opportunities. If something looks off, check your filters first.

2:37 Next are Pipelines, which allow you to separate opportunities into different workflows, like new business versus account management. Pipelines can have unique stages and sets of opportunities.

3:17 Use Edit Pipeline to customize stages, rename the pipeline, or set automations (e.g., sending an email when an opportunity moves into a specific stage).
4:03 Pipeline stages are arranged by percentages, which represent the chance of close or simply the order of stages. You can hide these percentages if they don’t apply to your workflow.

5:00 Criteria can be added to stages to guide your team on when an opportunity should be in a specific stage. Automations can also trigger actions, like sending emails, when an opportunity enters a stage.

5:52 You can toggle between Board View and Table View. Board View is visual, showing opportunities in stages, while Table View is better for analyzing large amounts of data.
7:02 The Card Layout feature lets you customize the fields displayed on each opportunity card, allowing for a more streamlined view.

8:19 Use Filter Views to apply filters to opportunities, such as those with an amount over $11,000. Filters can be saved and reused.

9:06 Opportunities in Board View are drag-and-drop, allowing you to move deals between stages or reorder them vertically.

9:37 Clicking on an opportunity opens its details. You can also double-click on editable fields, such as the summary or amount, to update them directly.
10:47 You can change the owner of an opportunity by clicking on the current owner’s name. This is useful for reassigning opportunities within a team.

11:09 The days an opportunity has spent in a stage are displayed, helping you identify deals that may need attention or should be moved to another stage.

11:56 The options button on an opportunity card allows you to quick-view, edit, email, or text the associated contact. Sales managers can also review recent activity for a contact.

12:46 That wraps up this quick introduction to the Opportunities page. If you have any questions, please reach out—we’re happy to help!