Opportunities Tab – Fern CRM Help Docs

Category - Opportunities Tab

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Getting Started 4 ~ Create & Automate Pipelines, Opportunities
The terms pipelines and opportunities are often used interchangeably, but in truth, “opportunities” is mostly just what the tab says in the left sidebar of your Fern CRM account. So to keep things simple, we’ll typically use the word “pipelines” when talking about any of the pipeline or opportunity features. What’s Included In this tutorial, ... Read more