Take action on Opportunities

View and manage opportunities

With Upscale, you can maintain details of all the opportunities you are exploring.

Written by Upscale
Updated 1 year ago

Edit opportunity information

Keep updating information related to an opportunity on Upscale.

Written by Upscale
Updated 1 year ago

Delete an opportunity

Declutter your data by deleting opportunities that didn't work out.

Written by Upscale
Updated 1 year ago

Additional articles

Opportunity custom fields

Manage additional fields for your opportunities

Written by Upscale
Updated 1 year ago

Opportunity stages

Want to define post-nurturing process for your team? Go ahead and play with opportunity stages!

Written by Upscale
Updated 1 year ago

Create an opportunity

Maintain records for new opportunities identified.

Written by Upscale
Updated 2 years ago