How to manage opportunities and keep track of activity

You can track activity across all opportunities, here's what to expect

After you share a portal link with a customer, you'll start to get notified when they interact with it. This helps you stay aware of all the movement in your deal.

You will be notified anytime someone:

1. Views the customer portal
2. Shares the customer portal with a new user
3. Selects a purchase option

Additionally, you can monitor activity across all opportunities from your home page. Just scroll through the "Recent Activity" card and select any activity to view that opportunity.