Getting 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 guideAdaptive AI · By Adaptation Living LLC
Create Opportunity
Add a deal to a pipeline and assign its stage, owner, and value.
11 guides in this area
Step-by-step library
Guides for Create Opportunity
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 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 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 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 guideAd 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 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
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 guideOpportunities Module Interactions
Multiple Opportunities Toggle in Workflows
Currently, only the most recent opportunity associated with a contact enters the workflow.
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 guide