Opportunities FAQ

How do I export my opportunities? Three-dot menu on the Opportunities page, select Export Opportunities.

How do I share a specific opportunity with a teammate? Copy the browser URL while it's open and send it directly.

How can I see the full activity history on a deal? Click the Opportunity ID (bottom-left of the record) to open its audit log, going back 60 days.

Can more than one contact be tied to a single opportunity? Yes, up to 10 additional contacts via the Additional Contacts field. Lists and workflows only act on the primary contact.

How do I find every contact tied to a lost deal? Advanced Filter for Status: Lost.

Do my custom fields show up automatically? Yes, and grouped into folders if you've organized them that way.

What does "Hide Empty Fields" do? Removes any field with no value from the card or record view.

How do I bulk-edit the options in a dropdown field, like Lost Reason? Settings > Custom Fields, select the field, Bulk Actions > Edit, save — applies everywhere the field is used.