Managing 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 guideAdaptive AI · By Adaptation Living LLC
Pipeline Settings
Create or edit pipelines, stages, and associated automation.
74 guides in this area
Step-by-step library
Guides for Pipeline Settings
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.
Managing 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
Reordering Pipelines in Opportunities
Pipeline order is account-wide navigation, not a change to pipeline stages or opportunity records.
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 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 guideFoundational Setup
Getting Started - Setup Pipelines and Opportunities
Organizing your sales pipeline might sound intimidating, but think of it like setting up your workspace for success—everything has a place, and nothing gets…
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
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 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 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 guideBulk Actions
Adding Contact Tags to Multiple Contacts
This article will show you how to quickly apply tags to multiple contacts using "Add Tags" feature.
Read guideChat Widget
Adding Custom Fields in the Chat Widget Contact Form
Chat Widget is expanding its user experience with mind-blowing support with custom fields in contact form used in SMS/Email and WhatsApp chat.
Read guideSmart Lists
Adding Files To Contacts using a Custom Field
This article explains how to add and manage files for contacts in Adaptive AI using a File Upload custom field.
Read guideSmart Lists
Advanced Filters in Smart Lists
Use Advanced Filters in Smart Lists to segment contacts with more precision in Adaptive AI.
Read guideUpdating Contact Properties
Associating Contacts using Custom Labels
Managing relationships between contacts is an important aspect of organizing customer data efficiently.
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 guideBulk Actions
Bulk Actions For Contacts & SmartLists
The Bulk Actions page now uses Adaptive AI’s unified UX for faster filtering, clearer status tracking, and one-click access to job metrics and error logs—so…
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 guideCustom Objects
Bulk Import Custom Object Records (CSV) with Bulk Actions
Bulk importing Custom Object records lets you quickly onboard large datasets while maintaining clean, conflict-free records.
Read guideDocuments & Contracts
Capture Feedback and Automate Follow-Ups With Decline Documents Feature
The Decline Documents feature in Adaptive AI makes it easy to capture structured feedback when a document isn’t accepted.
Read guideSmart Lists
Company Object Feature: A Manual Way to Organize Contacts
The Company Object feature in Adaptive AI helps users group related contacts under a shared company profile.
Read guideSmart Lists
Contact Activity Tab on Mobile
The Activity tab in the Adaptive AI mobile app gives users a quick way to review a contact’s history while working from their phone.
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 guideConversations
Contact Engagement score
The Contact Engagement Score is a metric that helps businesses track, prioritize, and engage with leads based on their level of interaction.
Read guideSmart Lists
Contact Profile Picture
This article will show you how the profile picture feature works in Adaptive AI, including how to upload images for contacts and where these images appear…
Read guideSmart Lists
Contacts - Date Of Birth (Birthday)
The Birthday field in contacts allows you to personalize communications, build automation campaigns based on contact birthdays, and filter contacts by age…
Read guideContact Details View
Contacts – All-New Contact Detail Page
The all-new Adaptive AI Contact Detail Page delivers a faster, cleaner, and smarter way to view every customer interaction in one place.
Read guideSmart Lists
Contacts – Revamped List View & SmartLists
Discover Adaptive AI’s revamped Contacts module featuring a modernized List View and SmartLists 2.0.
Read guideContacts
Contacts: Sync Attachments to Document Management Tab
Conversation attachments can be copied into a contact's Documents area so important files are available from the contact record rather than buried in a…
Read guideSmart Lists
CSV File Format for Importing Objects
This article will help you format your CSV file correctly before importing it into Adaptive AI.
Read guideCRM Workflow Actions
Custom Object and Company Based Workflow Actions & Triggers
Adaptive AI’s custom object and company based workflow actions and triggers let you automate across Contacts, Companies, and Custom Objects.
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 guideMobile App
Documents and Files in the Mobile App
This article will show you how to streamline your document management using the new Docs and Files tab inside contact records!
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 guideBulk Actions
How to Add Contacts in Bulk to a Workflow
This article walks you through how to filter contacts (e.g., by tag) and add them to a workflow in bulk using the Add to Automation feature.
Read guideSmart Lists
How to Create & Manage Smart Lists
This guide provides everything you need to know about Smart Lists in Adaptive AI.
Read guideWorkflow Triggers
How to Create A Task Event and Task Reminder in Campaigns
This article will show you how to add task events and reminders to your Adaptive AI campaigns.
Read guideContact Details View
How to Create Subscriptions & Invoices from Contact's Profile
Practical Adaptive AI instructions for “How to Create Subscriptions & Invoices from Contact's Profile,” including setup, verification, troubleshooting, and…
Read guideContact Details View
How to Customize the Contact Detail Page
Contact Detail Page customization in Adaptive AI lets admins tailor contact records to match each workflow.
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 guideSmart Lists
How To Delete Contacts and Their Data
This article provides a step-by-step guide to deleting contacts and their associated data in Adaptive AI.
Read guideManaging Opportunities
How to Filter Opportunities
Adaptive AI’s filtering tools help you find the right opportunities fast across busy pipelines.
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 guideContacts and Other Modules
How to Share and Manage Documents via Client Portal and CRM?
This guide explains how CRM users share documents with contacts and how contacts upload files back through the Client Portal.
Read guideContacts
How to Use Contact Types to Organize and Segment Contacts
Contact Types give you a simple way to classify each contact based on their primary relationship with your business, such as Lead, Customer, Supplier, or…
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 guideMobile App
How to Use Mobile App DND in Contacts
This article will walk you through the newly enhanced DND (Do Not Disturb) features available in the Adaptive AI mobile app.
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 guideBulk 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 guideGetting Started with Contacts
Importing Contacts using a CSV file
This article shows you how to import contacts into Adaptive AI using a CSV file. You’ll learn how to upload, map, and confirm your data, and optionally…
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 guideContacts
Internal Tasks for your Team
without associating them with a contact, making it easier to manage team responsibilities and other operational work.
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 guideQuizzes
Map Quiz Results Directly to CRM Custom Fields
Quiz Result → CRM Field Mapping allows quiz results to automatically populate into contact-level custom fields in your CRM.
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
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 guideInvoices & Estimates
PDF Generation for Invoices and Receipts
This article outlines the recent upgrade to the PDF generation pipeline for invoices and receipts in Adaptive AI.
Read guideBulk Actions
Removing Contact Tags From Multiple Contacts
This article will show you how to remove tags from multiple contacts at once using the “Remove Tags” bulk action.
Read guideContacts
Restore Deleted Contacts or Undo Bulk Deletes
Quickly recover accidentally deleted leads with Adaptive AI’s updated Contacts → Restore page.
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 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 guideForms
Sticky Contact in Forms, Surveys, and Calendars
This article explains the Sticky Contact feature in Adaptive AI forms, which simplifies the form-filling process for repeat users by pre-filling previously…
Read guideStatistics
Tag Contacts from Campaign Statistics
Campaign statistics can turn engagement data into usable contact segments by adding tags to people who opened, clicked, or otherwise matched a displayed…
Read guideSmart Lists
Troubleshooting Bulk Imports Via CSV
This article will help you resolve errors you may encounter when importing contacts through a CSV file in Adaptive AI.
Read guideCommunication Workflow Actions
Workflow Action - Add Task
The Add Task action allows you to create a new task with a defined due date that will be assigned to a specific user.
Read guideWorkflow Builder
Workflow Action - Update Contact Field
The Update Contact Field workflow action lets you write new values to standard or custom contact fields—or clear values on custom fields—directly from a…
Read guideWorkflow Builder
Workflow Action - Update Contact Field - Date type field
The Update Contact Field workflow action can write a custom date, the current date, or a fixed date into a date-type contact field.
Read guideCRM Workflow Actions
Workflow Action – Find Object Record / Find Company
The Find Object Record action searches your CRM for a specific custom object record using values from an Inbound Webhook trigger.
Read guideCRM Workflow Actions
Workflow Action – Remove Associated Records from Workflow
The Remove Associated Records from Workflow action is available in all workflow types — Contact-based, Company-based, and Custom Object-based workflows.
Read guideWorkflow Builder
Workflow Trigger - Contact Tag
Tags are a way of categorizing your contacts. You can tag any contact in your contacts list with one or more tags to help you find it again later.
Read guideGetting Started w/ Workflows
Workflow Trigger and Action: Google Contact
Automate your CRM like a pro by connecting Adaptive AI Workflows with Google Contacts.
Read guideBlog
How to move from Old Blog to New Blog?
A blog, born from the fusion of "web" and "log," serves as a digital stage where authors curate captivating narratives, offering readers a gateway to…
Read guide