Opportunites

Also referred to as Leads

Creating an Opportunity
Building and managing your sales pipeline is made easy through Opportunities. Before we get started with creating Opportunites, let's discuss w...
Tue, 11 Apr, 2017 at 8:57 AM
Signing a deal in Magnetic
Keeping track of your Opportunities and leads is easy with Magnetic.  A lead or opportunity becomes a job/ project once it is "signed' (ac...
Tue, 13 Dec, 2016 at 3:04 PM
How do I add a Comment or Follow-up to an opportunity or job?
Keep track of all communication from your team regarding a particular opportunity or job by commenting directly on it.  To make a comment on a...
Wed, 21 Dec, 2016 at 1:57 PM
How to use the Task Status Lanes
If you are familiar with SCRUM / KANBAN or Agile methods of working - you are going to enjoy working with Status lanes. Task status lanes are a great way...
Wed, 21 Dec, 2016 at 1:58 PM
More important settings for Opportunities / Jobs
With Magnetic you can customise every detail of your account to your heart's content!  This includes settings for your Opportunities / Jobs...
Wed, 21 Dec, 2016 at 1:58 PM