Opportunity FAQ/KB

How do I change the values displayed on the Opportunities page?
When working with Opportunities in Kanban View, each card shows a value alongside the Opportunity by default, this is the Estimated Value. You can change wh...
Mon, 31 Aug, 2026 at 5:16 PM
What does the Opportunity detail view page show?
Table of Contents 1. Activity Tab 2. Opportunity details 3. Clients details 4. Documents The Opportunity Detail View is where sales teams manage everythin...
Mon, 31 Aug, 2026 at 5:22 PM