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 what ...
Tue, 20 Jun, 2023 at 1:20 PM
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' (accept...
Tue, 28 Sep, 2021 at 10:52 AM
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 proj...
Tue, 28 Sep, 2021 at 10:58 AM
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 ...
Tue, 28 Sep, 2021 at 11:40 AM
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 and ...
Tue, 28 Sep, 2021 at 11:41 AM