Navigate to the Contacts section, find the contact, and click "Edit." Make any necessary changes and save.

Go to the Opportunities tab, click "Add Opportunity", and fill in details like name, price, and status.

Yes. Create a workflow with a "New Opportunity" trigger, then add a "Notification" action to alert your team.

Under each contact profile, select "Opportunities" and add as needed. Ensure Duplicate Opportunities settings are enabled.

Yes, in the "Contacts" or "Opportunities" section, select multiple items and use "Bulk Actions" to edit or delete them.

Use "Smart Lists" when viewing your contact list for advanced filtering based on custom fields, tags, or conditions.

In the "Calendar" section, go to settings and sync with Google or other calendar apps for appointment tracking.

Go to the "Contacts" or "Opportunities" section, then open "Restore" from the settings to recover recently deleted entries.

Open the contact or opportunity, locate the Assigned User field, and select the appropriate team member. This helps with accountability and follow-ups.

Yes, set up Workflows to automatically create tasks or reminders when certain actions occur, like a new opportunity or upcoming event.