Knowledge Base
How to Use Opportunity Notes?
TABLE OF CONTENTS What are opportunity notes? Key Benefits of Opportunity Notes How do opportunity notes work? How to use opportunity notes? Best Practices Related Articles What are opportunity notes?...
Updated 8/13/2026
Multiple Opportunities Toggle in Workflows
TABLE OF CONTENTS Overview Setting Name Setting Description How to Configure Example Overview Currently, only the most recent opportunity associated with a contact enters the workflow. However, with t...
Updated 8/13/2026
Automating Opportunities
Automating opportunities in RuleYourBusiness is a straightforward process that can be accomplished using the platform's powerful workflow builder. Follow these steps to automate your sales processes a...
Updated 8/13/2026
List View for Opportunities
The new List View transforms how you can interact with your opportunities by providing a detailed, streamlined, and customizable view. Here’s what you can do with it: In This Article How to Access the...
Updated 8/13/2026
Searching for Opportunities
RuleYourBusiness offers powerful search capabilities that enable users to locate specific opportunities with ease, saving time and streamlining workflow. In this comprehensive guide, we'll walk you th...
Updated 8/13/2026
How to Filter Opportunities
RYB Platform’s filtering tools help you find the right opportunities fast across busy pipelines. This guide explains filter types, operators, and common date presets so you can segment deals precisely...
Updated 8/13/2026
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
Understanding Opportunities in RYB Platform
Opportunities in RYB Platform represent potential sales or deals at various stages of the sales pipeline. They encapsulate leads or prospects showing interest in products/services, ripe for conversion...
Updated 8/13/2026
Understanding Pipelines
Pipelines in RYB Platform let you visually manage opportunities as they move through different stages of your sales or service workflow. With the updated Pipelines experience powered by the HighRise d...
Updated 8/13/2026
Countdown Timer Labels Update
Create urgency that speaks your audience’s language. With custom Countdown Timer labels, you can display “Days,” “Hours,” “Minutes,” and “Seconds” or any wording you’d like, in the exact language or w...
Updated 8/13/2026
How to Add a Countdown Timer in WhatsApp Templates
Add real urgency to WhatsApp campaigns by attaching live countdown timers to your message templates. This article shows you how to choose the right timer type (fixed, recurring, or dynamic) and publis...
Updated 8/13/2026
Timezone Adaptation in Countdown Timers
Gain full control over how end times are calculated for your countdown timers across emails, funnels, and websites with Timezone Adaptation . This smart system ensures each contact or visitor sees the...
Updated 8/13/2026
Appointment Booking Conversation AI Workflow Action
Utilize the new "Appointment Booking Conversation AI" workflow action to harness the power of AI and book appointments for you and your clients TABLE OF CONTENTS Components of the Workflow Action Cale...
Updated 8/13/2026
AI Conversational Appointment Booking Workflow and Setup
The following is a step-by-step guide on how to set up your own AI Conversational Appointment booking bot within a workflow. 1. Create Workflow Add a trigger with customer Replied (or any other trigge...
Updated 8/13/2026
How to change default Brand Boards?
Your default brand board is a key part of managing your brand’s visual identity, especially in emails and funnels. It determines which set of colors and fonts will appear in the color and font pickers...
Updated 8/13/2026
How to use Brand Boards in emails?
Brand boards are a great way to keep your email marketing on point with your brand’s look and feel. They ensure that your emails are consistent with your brand’s visual identity by making key design e...
Updated 8/13/2026
How to Create a Brand Board
This article will show you how to create a Brand Board in RYB Platform! A Brand Board helps you store and organize your company's logos, color palette, and fonts so you can apply consistent branding a...
Updated 8/13/2026
How to Use the Kajabi Email Template Importer
Users can seamlessly import templates from Kajabi by simply sending it in an email from Kajabi to our dynamically generated email ID in just a few steps. Why We Did It? Simplicity: We wanted to ensure...
Updated 8/13/2026