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4 docs tagged with "opportunities"

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Contact Profile

View and manage contact details, custom properties, opportunities, tags, and scheduled messages in the Aurora Inbox contact profile.

Funnel Board

Manage your sales pipeline with the Aurora Inbox kanban funnel board. Drag and drop opportunities, filter, search, and export data.

Managing Opportunities

Create, edit, and manage sales opportunities in Aurora Inbox. Change owners, stages, follow-up dates, and deal amounts in real time.

Team Performance Report

Track team sales performance in Aurora Inbox. Monitor opportunities, win/loss ratios, pipeline stages, and per-agent workload analytics.