HelpCenter
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How to import Opportunities using a single CSV file
Learn how to import and update opportunities in your system with step-by-step guidelines. This article covers data preparation, mapping, error handling, and best practices to ensure accuracy, efficiency, and scalability in managing your sales pipeline.
How To Restore Deleted Opportunities
Accidentally deleted an opportunity? Learn how to restore it in just a few steps and track its history using audit logs. This guide covers recovery options, finding Opportunity IDs, and best practices to ensure your sales pipeline stays accurate and complete.
How To Export Opportunities
Discover how to use AgentMoves’ enhanced opportunities export feature for maximum efficiency. Learn to apply filters, include custom fields, and export unlimited opportunities with admin access—making your sales data management easier and more flexible than ever.
Opportunities Overview: A 101 Guide
Learn how to maximize the Opportunities tab in AgentMoves to manage leads effectively. From filtering, adding, and exporting opportunities to using custom fields, notes, and bulk imports, this guide covers everything you need to streamline your sales pipeline.
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