TABLE OF CONTENTS

  • General Questions
    • How to export opportunities from Salesable?
    • How to track all activities in my opportunity and find the Opportunity ID?
  • Custom Fields
    • How can I see my custom fields in an Opportunity?
    • What does the 'hide empty fields' feature do?
    • How can I edit the values in the "lost reason" field under Opportunities?

General Questions

  • How to export opportunities from Salesable?

  1. Go to Opportunities from the left sidebar.
  2. On the top right, click on the 3 dots menu (beside the +Add Opportunity button).
  3. Select Export Opportunities.
  4. Your export file will be processed and downloaded to your default browser folder.


  • How to track all activities in my opportunity and find the Opportunity ID?

  1. Open the Opportunity by clicking on the Opportunity card
  2. Observe the Opportunity ID in the bottom left and click on the same.
  3. You will be redirected to the audit logs for that opportunity. 
  4. Audit logs allow you to monitor any activity that has taken place on the opportunity in the last 60 days.

Custom Fields

  • How can I see my custom fields in an Opportunity?

    When you go to 'Opportunities' and select or create an opportunity, you'll see your custom fields listed. When you edit an opportunity, these fields are available for input. If you've organized your fields into folders, these will appear one after the other.


  • What does the 'hide empty fields' feature do?

    When enabled, the 'hide empty fields' feature hides all fields with no value. This allows you to focus only on fields that are relevant or required for you, providing a cleaner, more streamlined view of your opportunity data.


  • How can I edit the values in the "lost reason" field under Opportunities

    Step 1: Go to Settings > Custom Fields
    Step 2: Select Lost Reason and click on Bulk Actions > Edit

       

        Step 3: Make changes to your lost reason values in the modal and save them for them to reflect.


If the name of the lost reason is changed for any of these instances, all the places where the lost reason was being invoked will start showing the new name for the same.