General Questions

Q: How to export opportunities from GoAsante PowerCRM?

1. Go to Opportunities from the left sidebar.
   
   

2. On the top right, click on the kebab menu (the 3 dots menu)
   
   

3. Select Export Opportunities.
   
   

4. Your export file will be processed and downloaded to your default browser folder.

Q: How do I share a specific opportunity with my team?

To share a specific opportunity:

1. Open the desired opportunity in the app
   
   

2. Copy the URL from your browser.
   
   

3. Share the link with your team or stakeholders.
   
   

The shared link will take them directly to the specific opportunity and its details, improving collaboration and saving time.

Q: How to track all activities in my opportunity and find the Opportunity ID?

1. Open the Opportunity by clicking on the Opportunity card
   
   

2. Observe the Opportunity ID in the bottom left and click on the same.
   
   

3. You will be redirected to the audit logs for that opportunity.
   
   

4. Audit logs allow you to monitor any activity that has taken place on the opportunity in the last 60 days.

Q: How does the feature of Multiple Contacts per Opportunity currently work? 

1. Open the Opportunity by clicking on the Opportunity card
   
   

2. In the Additional Contacts field – you can add any contact that you would like to link to the opportunity
   
   

3. A contact which is added as the primary in the opportunity cannot also be added in it’s additional contact list.
   
   

4. If you do not have “Allow duplicate opportunities” setting on, one contact cannot be added to two different opportunity’s primary/additional contacts list.
   
   

5. You can only add a maximum of 10 additional contacts in an opportunity
   
   

6. The lists and workflows will keep working only on the primary contact and fetch primary contact’s details. [To be added in future releases]
   
   

7. We will also show opportunities that are linked to the contact under the Contact’s Opportunities section. [to be added in future releases]

Q: How do I find the names and details of contacts on lost opportunities?

1. Navigate in the left-hand menu to Opportunities.
   
   

2. Click the Advanced Filters button.
   
   

3. Under Status select Lost and click Apply.
   
   

4. The list now shows only lost opportunities.
   
   

5. To view a contact’s details, click the Opportunity box.
   
   

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Custom Fields Questions

Q: How can I see my custom fields in an Opportunity?

When you go to ‘Opportunities’ and select or create an opportunity, you’ll see your custom fields listed. When you edit an opportunity, these fields are available for input. If you’ve organized your fields into folders, these will appear one after the other.

Q: What does the ‘hide empty fields’ feature do?

When enabled, the ‘hide empty fields’ feature hides all fields with no value. This allows you to focus only on fields that are relevant or required for you, providing a cleaner, more streamlined view of your opportunity data.

Q: How can I edit the values in “lost reason” field under Opportunities

Step 1: Go to Settings > Custom Fields

Step 2: Select Lost Reason and click on Bulk Actions > Edit

Step 3: Make changes to your lost reason values in the modal and save for them to reflect.

If the name of the lost reason is changed for any of these instances, all the places where the lost reason was being invoked will start showing the new name for the same.