Opportunities IF3

This collection will Provide you information how to utilize/access Opportunities in IF3

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10 articles in this collection
Written by Ray Javier and Mike Palma

Investorfuse Opportunity Life Cycle (IF3) - M

This article provides a better understanding of what happens with an opportunity once inside Investorfuse
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Written by Ray Javier
Updated this week

Who Owns The Opportunity (IF3) - M

Determine the owner of an opportunity
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Written by Ray Javier
Updated over a week ago

Opportunity Summary (IF3)

This articles serves as a Guide to understanding the Opportunity Summary section inside of Opportunities
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Written by Ray Javier
Updated over a week ago

Manually Add an Opportunity (IF3)

This article will walk you through how to add an opportunity in the New Investorfuse.
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Written by Mike Palma
Updated over a week ago

Change Opportunity Owner (IF3)

This article will show you how to reassign an opportunity to a team member.
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Written by Ray Javier
Updated over a week ago

Delete An Opportunity (IF3)

This article will show you how to delete an opportunity.
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Written by Mike Palma
Updated over a week ago

Mark an Opportunity Dead (IF3)

This article will show you how to mark an opportunity dead.
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Written by Mike Palma
Updated over a week ago

Attach Pictures or any file in an opportunity (IF3)

This article will provide a simple step by step on how to attach Any file inside an opportunity
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Written by Mike Palma
Updated over a week ago

Edit and Create your own Opportunity form (IF3)

This article will provide you a step by step on how to edit create or modify your Opportunity form to better suit your needs.
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Written by Ray Javier
Updated over a week ago

Google Maps View (IF3)

A quick guide to Google Maps inside an opportunity.
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Written by Mike Palma
Updated over a week ago