Custom fields
How do I submit a (Step Layout) Opportunity record?
If you, (or your Users, if you are in charge of a Channel) aren't seeing an Opportunities option, make sure the Role has the appropriate Opportunity permissions. Admins can slide the Opportunity feature to the create/own/delete level. You can email ...
How to use repeaters in landing pages?
To create a landing page go to set up > Asset management > Templates Select “Web” as the template type on the right. Click the “Create” button to create the web template. To learn more about how to create and edit a landing page, click here. In the ...
How to personalize a landing page with database record data?
To create a landing page go to set up > Asset management > Templates Select “Web” as the template type on the right. Click the “Create” button to create the web template. This will bring up the personalization menu. If you wish to turn your ...
What are Opportunities?
Opportunities can be a great addition to your sales and marketing strategies. The article below details how your team can approach and implement using Opportunities and why they are important. What is an Opportunity? An Opportunity happens when a ...
How do I navigate and/or update a (Step Layout) Opportunity Record?
Background: This article will explain how the UI for a 'Step Layout' Opportunity differs from that of a 'Standard Layout' Opportunity. For information about Opportunities, see What are Opportunities? For more information about the 'Standard Layout' ...
How do I create a custom Opportunity submission form?
To create an Opportunity for the first time, you need to create a custom data entry field in the "Opportunity Custom Field" section of the Bridge platform. To create a custom Opportunity submission form, go to the “Setup” tab, select “Custom Fields”. ...
How do I create an advanced search list for opportunities?
If you are managing a large number of Opportunities, an automated search list can allow you to easily sort your opportunities based on whatever parameters you set. Note: On the Bridge platform, clients can personalize menu navigation to better suit ...
How do I share complete access to opportunities to other administrators?
To grant access to the Bridge platform's "Opportunity" features, an admin must create or edit a User Role and assign said role to the relevant user or users. For more information on how to create and edit User Roles, see What are the different Role ...
How do I share a contact associated with an Opportunity to other Users?
This option is only available to Users with permission to share. You can only share Opportunities with users in the same organization or company as you. Contact Support, or your Consultant if you are unable to share Opportunities. If you'd like to ...
How do I submit a (Standard Layout) Opportunity record?
If you, (or your Users, if you are in charge of a Channel) aren't seeing an Opportunities option, make sure the Role has the appropriate Opportunity permissions. Admins can slide the Opportunity feature to the create/own/delete level. You can email ...
Understanding Opportunity Ownership
Opportunity Ownership allows users to have complete usage rights on an Opportunity record. This helps a Sales team (or a Partner User), as ownership of opportunity records can easily be assigned to them by a Marketing Team, Channel Manager or Channel ...