Your command center to manage instances, permissions and billing.
Instances
An Instance is a virtual server that stores data and runs your application code.
Marketplace
Hosts applications, tools, and various files that you can download and install into an Instance.
Partners
Partners are experts in designing, building, and maintaining apps on Insites.
Support
Contact Insites Support for bugs, feature requests, and software development help.
Instantly available virtual server with built-in features for your entire team.
CRM
CRM helps manage relationships with customers, suppliers, and third parties efficiently.
Assets
Insites enables you to upload and manage files such as images, and documents using Assets.
CMS
Manage your application content with ease via no-code builders.
Forms
Creating forms for users to input data into the system.
Pipelines
Your instance includes 'Pipelines' to manage opportunities by creating relevant stages.
Permissions
Manage user permissions and security for your application.
Data
Insites lets users view, create, and manage databases and content via the Instance Admin.
Ecommerce
The Insites Ecommerce module provides complete management of ecommerce activities.
Locator
The Locator lets you integrate your instance with Google Maps and customize it as you wish.
Events
Insites Events lets you manage schedules, tickets, and sponsorship on your instance.
API
Integrate with any tool or platform with bespoke Endpoints.
AI alpha
Take advantage of the latest AI technology with your data.
A cohesive set of guidelines, patterns, and assets for a consistent, user-centered design.
Design System Overview
The Insites design system is a collection of reusable components, guided by clear standards.
Component Hierarchy
Learn how to customize components and how to structure your designs so they inherit attributes.
Font Icons
A full suite of font icons to use across your project within menus, buttons and quick links.
Color Styles
Figma color styles represent variables for Insites components, enabling quick customization.
Build blazing-fast, consistent user interfaces with our web component library.
General
A wide variety or general use components such as buttons, carousel, gallery, headings, and loaders.
Layout
Useful layout components such as an accordion, backdrop, drawer, headers, modals, and more.
Data Entry
Collect data with components that include card select, checkbox, inputs, sliders, and editors.
Data Display
Create engaging interfaces with components such as Kanban boards, charts, tables, and timelines.
Tutorials, references, and examples on how to build modern web applications on Insites.
Development
Covers key topics for setting up and maintaining web applications on Insites.
Modules
Modules enable code reuse and sharing while protecting creators' intellectual property.
Pages and Layouts
Learn how to implement pages and rendering content on your Instance.
Databases and Users
Discover how to create custom data models, import/export data and manage users.
The Insites CLI Tool helps you deploy configuration
files and assets to your Insites Instance.
Get Started
Guides you through the requirements and steps to install and start using the Insites CLI Tool.
Commands and Options
Learn the commands and options for managing configurations in the Insites CLI.
Graphical User Interface
Discover how using the GUI can enhance your workflow by simplifying complex processes.
Code Linting
Automatically check your codebase for programmatic and stylistic errors when deploying.
GraphQL
A data query and manipulation language that allows you to specify the data you require.
Liquid
Liquid is a template language for creating dynamic pages, content and configurations.
API Docs
Learn about the functionalities and structure of the inbuilt API Endpoints of your instance.
Web Applications
Discover how to create your web application with step by step guides and helpful examples.
Your command center to manage instances, permissions and billing.
Instances
An Instance is a virtual server that stores data and runs your application code.
Marketplace
Hosts applications, tools, and various files that you can download and install into an Instance.
Partners
Partners are experts in designing, building, and maintaining apps on Insites.
Support
Contact Insites Support for bugs, feature requests, and software development help.
Instantly available virtual server with built-in
features for your entire team.
CRM
CRM helps manage relationships with customers, suppliers, and third parties efficiently.
Assets
Insites enables you to upload and manage files such as images, and documents using Assets.
CMS
Manage your application content with ease via no-code builders.
Forms
Creating forms for users to input data into the system.
Pipelines
Your instance includes 'Pipelines' to manage opportunities by creating relevant stages.
Permissions
Manage user permissions and security for your application.
Data
Insites lets users view, create, and manage databases and content via the Instance Admin.
Ecommerce
The Insites Ecommerce module provides complete management of ecommerce activities.
Locator
The Locator lets you integrate your instance with Google Maps and customize it as you wish.
Events
Insites Events lets you manage schedules, tickets, and sponsorship on your instance.
API
Integrate with any tool or platform with bespoke Endpoints.
AI alpha
Take advantage of the latest AI technology with your data.
A cohesive set of guidelines, patterns, and assets for a consistent, user-centered design.
Design System Overview
The Insites design system is a collection of reusable components, guided by clear standards.
Component Hierarchy
Learn how to customize components and how to structure your designs so they inherit attributes.
Font Icons
A full suite of font icons to use across your project within menus, buttons and quick links.
Color Styles
Figma color styles represent variables for Insites components, enabling quick customization.
Build blazing-fast, consistent user interfaces with our web component library.
General
A wide variety or general use components such as buttons, carousel, gallery, headings, and loaders.
Layout
Useful layout components such as an accordion, backdrop, drawer, headers, modals, and more.
Data Entry
Collect data with components that include card select, checkbox, inputs, sliders, and editors.
Data Display
Create engaging interfaces with components such as Kanban boards, charts, tables, and timelines.
Tutorials, references, and examples on how to build modern web applications on Insites.
Development
Covers key topics for setting up and maintaining web applications on Insites.
Modules
Modules enable code reuse and sharing while protecting creators' intellectual property.
Pages and Layouts
Learn how to implement pages and rendering content on your Instance.
Databases and Users
Discover how to create custom data models, import/export data and manage users.
The Insites CLI Tool helps you deploy configuration
files and assets to your Insites Instance.
Get Started
Guides you through the requirements and steps to install and start using the Insites CLI Tool.
Commands and Options
Learn the commands and options for managing configurations in the Insites CLI.
Graphical User Interface
Discover how using the GUI can enhance your workflow by simplifying complex processes.
Code Linting
Automatically check your codebase for programmatic and stylistic errors when deploying.
GraphQL
A data query and manipulation language that allows you to specify the data you require.
Liquid
Liquid is a template language for creating dynamic pages, content and configurations.
API Docs
Learn about the functionalities and structure of the inbuilt API Endpoints of your instance.
Web Applications
Discover how to create your web application with step by step guides and helpful examples.
Your command center to manage instances, permissions and billing.
Instances
An Instance is a virtual server that stores data and runs your application code.
Marketplace
Hosts applications, tools, and various files that you can download and install into an Instance.
Partners
Partners are experts in designing, building, and maintaining apps on Insites.
Support
Contact Insites Support for bugs, feature requests, and software development help.
Instantly available virtual server with built-in features for your entire team.
CRM
CRM helps manage relationships with customers, suppliers, and third parties efficiently.
Assets
Insites enables you to upload and manage files such as images, and documents using Assets.
CMS
Manage your application content with ease via no-code builders.
Forms
Creating forms for users to input data into the system.
Pipelines
Your instance includes 'Pipelines' to manage opportunities by creating relevant stages.
Permissions
Manage user permissions and security for your application.
Data
Insites lets users view, create, and manage databases and content via the Instance Admin.
Ecommerce
The Insites Ecommerce module provides complete management of ecommerce activities.
Locator
The Locator lets you integrate your instance with Google Maps and customize it as you wish.
Events
Insites Events lets you manage schedules, tickets, and sponsorship on your instance.
API
Integrate with any tool or platform with bespoke Endpoints.
AI alpha
Take advantage of the latest AI technology with your data.
A cohesive set of guidelines, patterns, and assets for a consistent, user-centered design.
Design System Overview
The Insites design system is a collection of reusable components, guided by clear standards.
Component Hierarchy
Learn how to customize components and how to structure your designs so they inherit attributes.
Font Icons
A full suite of font icons to use across your project within menus, buttons and quick links.
Color Styles
Figma color styles represent variables for Insites components, enabling quick customization.
Build blazing-fast, consistent user interfaces with our web component library.
General
A wide variety or general use components such as buttons, carousel, gallery, headings, and loaders.
Layout
Useful layout components such as an accordion, backdrop, drawer, headers, modals, and more.
Data Entry
Collect data with components that include card select, checkbox, inputs, sliders, and editors.
Data Display
Create engaging interfaces with components such as Kanban boards, charts, tables, and timelines.
Tutorials, references, and examples on how to build modern web applications on Insites.
Development
Covers key topics for setting up and maintaining web applications on Insites.
Modules
Modules enable code reuse and sharing while protecting creators' intellectual property.
Pages and Layouts
Learn how to implement pages and rendering content on your Instance.
Databases and Users
Discover how to create custom data models, import/export data and manage users.
The Insites CLI Tool helps you deploy configuration
files and assets to your Insites Instance.
Get Started
Guides you through the requirements and steps to install and start using the Insites CLI Tool.
Commands and Options
Learn the commands and options for managing configurations in the Insites CLI.
Graphical User Interface
Discover how using the GUI can enhance your workflow by simplifying complex processes.
Code Linting
Automatically check your codebase for programmatic and stylistic errors when deploying.
GraphQL
A data query and manipulation language that allows you to specify the data you require.
Liquid
Liquid is a template language for creating dynamic pages, content and configurations.
API Docs
Learn about the functionalities and structure of the inbuilt API Endpoints of your instance.
Web Applications
Discover how to create your web application with step by step guides and helpful examples.
Your command center to manage instances, permissions and billing.
Instances
An Instance is a virtual server that stores data and runs your application code.
Marketplace
Hosts applications, tools, and various files that you can download and install into an Instance.
Partners
Partners are experts in designing, building, and maintaining apps on Insites.
Support
Contact Insites Support for bugs, feature requests, and software development help.
Instantly available virtual server with built-in
features for your entire team.
CRM
CRM helps manage relationships with customers, suppliers, and third parties efficiently.
Assets
Insites enables you to upload and manage files such as images, and documents using Assets.
CMS
Manage your application content with ease via no-code builders.
Forms
Creating forms for users to input data into the system.
Pipelines
Your instance includes 'Pipelines' to manage opportunities by creating relevant stages.
Permissions
Manage user permissions and security for your application.
Data
Insites lets users view, create, and manage databases and content via the Instance Admin.
Ecommerce
The Insites Ecommerce module provides complete management of ecommerce activities.
Locator
The Locator lets you integrate your instance with Google Maps and customize it as you wish.
Events
Insites Events lets you manage schedules, tickets, and sponsorship on your instance.
API
Integrate with any tool or platform with bespoke Endpoints.
AI alpha
Take advantage of the latest AI technology with your data.
A cohesive set of guidelines, patterns, and assets for a consistent, user-centered design.
Design System Overview
The Insites design system is a collection of reusable components, guided by clear standards.
Component Hierarchy
Learn how to customize components and how to structure your designs so they inherit attributes.
Font Icons
A full suite of font icons to use across your project within menus, buttons and quick links.
Color Styles
Figma color styles represent variables for Insites components, enabling quick customization.
Build blazing-fast, consistent user interfaces with our web component library.
General
A wide variety or general use components such as buttons, carousel, gallery, headings, and loaders.
Layout
Useful layout components such as an accordion, backdrop, drawer, headers, modals, and more.
Data Entry
Collect data with components that include card select, checkbox, inputs, sliders, and editors.
Data Display
Create engaging interfaces with components such as Kanban boards, charts, tables, and timelines.
Tutorials, references, and examples on how to build modern web applications on Insites.
Development
Covers key topics for setting up and maintaining web applications on Insites.
Modules
Modules enable code reuse and sharing while protecting creators' intellectual property.
Pages and Layouts
Learn how to implement pages and rendering content on your Instance.
Databases and Users
Discover how to create custom data models, import/export data and manage users.
The Insites CLI Tool helps you deploy configuration
files and assets to your Insites Instance.
Get Started
Guides you through the requirements and steps to install and start using the Insites CLI Tool.
Commands and Options
Learn the commands and options for managing configurations in the Insites CLI.
Graphical User Interface
Discover how using the GUI can enhance your workflow by simplifying complex processes.
Code Linting
Automatically check your codebase for programmatic and stylistic errors when deploying.
GraphQL
A data query and manipulation language that allows you to specify the data you require.
Liquid
Liquid is a template language for creating dynamic pages, content and configurations.
API Docs
Learn about the functionalities and structure of the inbuilt API Endpoints of your instance.
Web Applications
Discover how to create your web application with step by step guides and helpful examples.
This article covers the following topics:
There are two ways of viewing opportunities in a pipeline:
The system behaviors using each view are discussed in the subsequent sections.
The board view displays all "open" opportunities under a given pipeline. To use the board view:
The table view displays all opportunities across all pipelines. To use the table view:
You can search for opportunities using the following criteria:
You can sort opportunities in board view using the following criteria:
To sort opportunities:
To update an opportunity:
Please take note of the following system behaviors when managing Opportunities in the Pipeline:
History logs are valuable for monitoring events on an opportunity, including actions like editing or creating the opportunity. They offer a detailed record of the opportunity's lifecycle, enabling users to track changes over time and make well-informed decisions during debugging or system updates. To access and review the history logs of an opportunity:
You can view the details of a history log by selecting VIEW DETAILS. This view enables you to examine previous data stored in the opportunity and compare it with its current data.
The 'Activities' tab enables you to manage the activities associated with an opportunity. The following topics are discussed:
You may add activities to an opportunity to provide more information and enhance your understanding of the opportunity's progress. To add an activity to an opportunity:
These are the field requirements and descriptions for adding an activity to an opportunity:
Input Label | Type | Required | Description |
---|---|---|---|
Activity Type | Dropdown Field | Yes | The type of activity you want to add to the opportunity. |
Please visit our documentation on Activities for more details on field requirements and descriptions.
To view the activities of an opportunity:
The 'Tasks' tab enables you to manage the tasks associated with an opportunity. The following topics are discussed:
To add tasks to an opportunity:
These are the field requirements and descriptions for adding a task to an opportunity
Input Label | Type | Required | Description |
---|---|---|---|
Task Relationship Category | Dropdown Field | No | The category you want to assign the task to. For example, you can select 'Company' to assign a task to a company or 'Opportunity' to assign the task to an opportunity in the pipeline. |
Related Record | Dropdown Field | No |
Related record the task is associated with. If you select 'Opportunity' in the 'Task Relationship Category' field, the options include the list of all opportunities in the pipeline. On the other hand, if you select 'CRM Contacts' in the 'Task Relationship Category' field, the options include the list of all CRM contacts in the Instance. |
Task Name | Input Field | Yes | Name of the task. |
Description | Text Area | No | Description of the task. |
Assigned To | Dropdown Field | No | CRM contact to whom the task is assigned. |
Due Date | Date Picker | No | Due date of the task. |
To view an opportunity's tasks:
The 'Related Contacts' tab enables you to manage an opportunity's related contacts. The following topics are discussed:
The ability to assign related contacts to an opportunity enhances relationship management by enabling personalized engagement and tailored follow-ups. Additionally, it helps identify further sales opportunities within the same organization, facilitating activities such as cross-selling or upselling. In addition, this capability also ensures that key stakeholders are kept in the loop regarding the progress and updates of the opportunity. To assign contacts to an opportunity:
These are the field requirements and descriptions for assigning a contact to an opportunity:
Input Label | Type | Required | Description |
---|---|---|---|
Contact | Dropdown Field | Yes | The CRM contact that you want to assign to the opportunity. |
Relationship | Input Field | No | The relationship of the contact to the opportunity. |
To view the contacts related to an opportunity:
The 'Form Submissions' tab enables you to manage an opportunity's form submissions. The following topics are discussed:
Form submissions on the Instance can be related to pipeline opportunities, enabling efficient lead management within the pipeline and ensuring that accurate data from form submissions is readily accessible within the opportunity. This capability allows you to manage incoming leads within the sales pipeline, facilitating the easier prioritization of leads based on their relevance or potential value. Connecting form submissions to opportunities streamlines the pipeline workflow, eliminating administrators' need to open additional windows or tabs to view form submissions.
Relating a form submission to an opportunity consists of the following tasks:
This task is best achieved programmatically by your application via code, rather than manual manipulation. However, the manual steps are included below.
Retrieving the database item ID of the form to which you want to connect the opportunity consists of the following steps:
Connecting the opportunity to the form database item consists of the following steps:
To view the form submissions related to an opportunity:
You can associate opportunities with an order in the Ecommerce module. This ability to integrate with another module gives you a complete picture of what has happened with particular users and specific actions. For example, you can use the integration to see which opportunities have resulted in ecommerce orders.
To associate an opportunity with an ecommerce order:
Moving opportunities across the pipeline lets you update the progress on an opportunity. To move an opportunity to a different stage:
You can manually update an opportunity's stage by editing it and setting the 'Stage' field to your desired value.
Marking an Opportunity as 'Lost,' 'Won,' or 'Withdrawn' indicates the opportunity is closed. To update the status of an opportunity:
Select one of the following options to close the opportunity:
Selecting 'Withdrawn' updates the opportunity without asking for a confirmation and is not counted towards your lost sales report.
To delete an opportunity in a pipeline:
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