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 guideAdaptive AI · By Adaptation Living LLC
Board View
Manage opportunities on a visual pipeline board.
12 guides in this area
Step-by-step library
Guides for Board View
Start with the guide that most closely matches the screen or task you are working on. Related material from other platform sections is included when it directly supports this topic.
Bulk 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 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 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
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
Opportunities - FAQs
Practical Adaptive AI instructions for “Opportunities - FAQs,” including setup, verification, troubleshooting, and best practices by Adaptation Living LLC.
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 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.
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