Opportunities

Opportunities - FAQs
For the Actionera Marketing Portal Not for the Creator Portal TABLE OF CONTENTS General Questions Q: How to export opportunities from Act...
Wed, 20 Aug, 2025 at 9:35 AM
Overview of Ad Manager Settings
For the Actionera Marketing Portal Not for the Creator Portal This article provides a complete overview of how to administer your Ad Manager se...
Thu, 21 Aug, 2025 at 12:48 AM
How to create blog post outline with Content AI?
For the Actionera Marketing Portal Not for the Creator Portal Content AI, a cutting-edge writing assistant, makes content creation 10X faster a...
Thu, 21 Aug, 2025 at 8:57 AM
How to Use Opportunity Notes?
For the Actionera Marketing Portal Not for the Creator Portal TABLE OF CONTENTS What are opportunity notes? Key Benefits of Opportunity N...
Wed, 1 Oct, 2025 at 2:22 PM
Understanding The Create New Opportunity Toggle
For the Actionera Marketing Portal Not for the Creator Portal
Wed, 1 Oct, 2025 at 2:23 PM
Importing Opportunities using a CSV file
For the Actionera Marketing Portal Not for the Creator Portal This article will guide you through importing opportunities into Actionera using ...
Wed, 1 Oct, 2025 at 2:24 PM
Deleting and Restoring Opportunities & Pipelines
For the Actionera Marketing Portal Not for the Creator Portal Deleting opportunities and pipelines helps declutter your CRM, while the restorat...
Wed, 1 Oct, 2025 at 2:27 PM
Filtering Opportunities
For the Actionera Marketing Portal Not for the Creator Portal Use a filter to segregate and view specific data on your opportunity board. Filte...
Wed, 1 Oct, 2025 at 2:28 PM
Multiple Opportunities For The Same Person In The Same Pipeline
For the Actionera Marketing Portal Not for the Creator Portal Allow Multiple Opportunities per Contact lets your team track more than one activ...
Wed, 1 Oct, 2025 at 2:29 PM
Bulk Actions for Opportunity Cards
For the Actionera Marketing Portal Not for the Creator Portal Take control of your sales pipeline with the Bulk Actions feature in Actionera...
Wed, 1 Oct, 2025 at 2:31 PM