Getting 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. By creating, organizing, and applying custom fields, you can track details that matter mo...
Updated 8/13/2026
Step-by-Step Guide to Creating Opportunities
Opportunities are pivotal in managing potential sales within RuleYourBusiness. This guide walks you through how to create opportunities , enabling you to track prospects from first contact to closed d...
Updated 8/13/2026
Step-by-Step Guide: Creating Pipelines
Pipelines in RYB Platform help you organize and automate your sales or service workflows by visually tracking opportunities through defined stages. This article explains how to access pipelines, creat...
Updated 8/13/2026