Ad Manager
How to Use Opportunity Score in Ad Manager
Opportunity Score helps you review your Meta campaign setup in Adaptive AI Ad Manager before publishing.
Read guideAdaptive AI · By Adaptation Living LLC
Opportunities
Create pipelines, manage stages, track deal value, and work in board or list view.
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All Opportunities guides
Bulk Actions
Importing Contacts and Opportunities via CSV
Importing contacts and opportunities in bulk using a CSV file is an essential feature in Adaptive AI that helps streamline data entry and organization.
Read guideBulk Actions for Opportunities
Bulk Actions for Opportunity Cards
Take control of your sales pipeline with the Bulk Actions feature in Adaptive AI’s Opportunities Kanban/Card view.
Read guideContacts
Contact and Opportunity Followers in Adaptive AI
Followers are users added to a contact or opportunity who gain access to view and manage that record, even if they normally have restricted data access…
Read guideGetting Started with Opportunities
Editing Opportunities
Adaptive AI offers robust tools for managing opportunities, enabling users to efficiently update information to keep pace with evolving sales processes.
Read guideGetting Started with Opportunities
How to Decouple Owners for Contacts and Opportunities
Adaptive AI now allows you to assign different owners to contacts and their related opportunities.
Read guideGetting Started with Opportunities
How to use Custom Fields for Opportunities
Custom Fields for Opportunities give you the flexibility to tailor your CRM to match your exact sales process.
Read guideGetting Started with Opportunities
Importing Opportunities using a CSV file
This article will guide you through importing opportunities into Adaptive AI using a CSV file.
Read guideGetting Started with Opportunities
Step-by-Step Guide to Creating Opportunities
Opportunities are pivotal in managing potential sales within Adaptive AI. This guide walks you through how to create opportunities, enabling you to track…
Read guideGetting Started with Opportunities
Step-by-Step Guide: Creating Pipelines
Pipelines in Adaptive AI help you organize and automate your sales or service workflows by visually tracking opportunities through defined stages.
Read guideIntroduction to Opportunities
Understanding Opportunities in Adaptive AI
Opportunities in Adaptive AI represent potential sales or deals at various stages of the sales pipeline.
Read guideInvoices & Estimates
How To Link Opportunities with Invoices and Estimates
Quickly link an invoice or estimate while managing an individual deal in the CRM.
Read guideManaging Opportunities
Conditional Custom Fields for Opportunities
Conditional Custom Fields let Admins control which opportunity fields appear and which fields must be completed based on a deal’s pipeline, stage, status,…
Read guideManaging Opportunities
Customize Opportunity Cards in Board View
Practical Adaptive AI instructions for “Customize Opportunity Cards in Board View,” including setup, verification, troubleshooting, and best practices by…
Read guideManaging Opportunities
How to Customize Pipeline Stage Colors in Opportunities
Streamlined pipeline navigation lets you create and edit pipelines from the same dropdown you already use to switch pipelines.
Read guideManaging Opportunities
How to Filter Opportunities
Adaptive AI’s filtering tools help you find the right opportunities fast across busy pipelines.
Read guideManaging Opportunities
How to Manage Pipeline Permissions
Control exactly who can see or change each sales pipeline, keep sensitive deals private, and give every team member a clutter-free view that matches their…
Read guideManaging Opportunities
List View for Opportunities
The new List View transforms how you can interact with your opportunities by providing a detailed, streamlined, and customizable view.
Read guideManaging Opportunities
Multiple Opportunities For The Same Person In The Same Pipeline
Allow Multiple Opportunities per Contact lets your team track more than one active deal for the same person in the same pipeline.
Read guideManaging Opportunities
Opportunities - FAQs
Practical Adaptive AI instructions for “Opportunities - FAQs,” including setup, verification, troubleshooting, and best practices by Adaptation Living LLC.
Read guideManaging Opportunities
Opportunity Forecasting in Adaptive AI
Opportunity Forecasting in Adaptive AI helps teams move beyond simple pipeline tracking and into more accurate revenue planning.
Read guideManaging Opportunities
Reordering Pipelines in Opportunities
Pipeline order is account-wide navigation, not a change to pipeline stages or opportunity records.
Read guideManaging Opportunities
Smart Lists in Opportunities
Opportunity Smart Lists help teams save and reuse customized views in the Opportunities area of Adaptive AI.
Read guideManaging Opportunities
Use Kanban View in Opportunities
Kanban view in Adaptive AI Opportunities gives your team a visual way to manage deals across pipeline stages.
Read guideOpportunities Module Interactions
Add Prospects to a Pipeline from the Prospecting Tool
Prospecting is now more tightly connected to your CRM, making it easier to move from discovery to deal tracking without extra manual steps.
Read guideOpportunities Module Interactions
Automating Opportunities
Practical Adaptive AI instructions for “Automating Opportunities,” including setup, verification, troubleshooting, and best practices by Adaptation Living LLC.
Read guideOpportunities Module Interactions
How to Use Opportunity Notes?
We’ve launched Opportunity Notes that lets you link notes to both Opportunities and Contacts independently.
Read guideOpportunities Module Interactions
Multiple Opportunities Toggle in Workflows
Currently, only the most recent opportunity associated with a contact enters the workflow.
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