How Can I Import a List of Opportunities to My Mangoapps Domain?

If you have a list of opportunities that you would like to import to MangoApps at a go; then this can be achieved using CSV import of opportunities from the admin portal.
Steps to import list of opportunities to MangoApps using CSV import:
1. Navigate to the admin portal.

2. Navigate to ‘Modules > CRM’
3. Click on the […]

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Everything I Need to Know About Crm in Mangoapps?

How does the standalone CRM in MangoApps work?
Can I Integrate my existing CRM with MangoApps?
Can I customize the stages on opportunities in MangoApps?
How do I create accounts?
How do I use categories in Opportunities?
Can I add custom fields in the opportunities?
How do I setup a local currency for opportunities?
Can I add or edit the lead source?
How […]

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How Do I Pin an Opportunity?

You can pin an opportunity by:

After your CRM is set up in MangoApps, choose “Opportunities” from the Left Navigation Bar
All the Opportunities where the user is part of, will be shows.
select the Opportunity which you wish to pin.
Click on the “Pin” icon in to pin the opportunity.

Pinned opportunities can be accessed from the right side […]

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What is an Opportunity in Mangoapps?

What is an Opportunity?
Opportunities display important details about the deals your teams are working on, like how much each the deal is worth, who you’re competing against, and what stage the deal is in. Opportunities also track all associated activities as they happen to close deals faster. With opportunities, you’ll never be out of the […]

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How Do I Invite Colleagues to Follow Opportunities in Mangoapps?

You may wish to Invite other colleagues to your opportunity. To add a User to an opportunity:

After your CRM is set up in MangoApps, go to the user portal and choose “CRM” from the Left hand navigation. Then select an opportunity

Choose “Opportunity Tools” and from the Dropdown select “Invite members”.

Select or Search for the Users you want to invite. […]

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How Do I Integrate Salesforce As My Crm in Mangoapps?

What kind of Salesforce account do I need?
In order MangoApps to access your Salesforce account you must have an “Enterprise” or “Unlimited”. Other editions of Salesforce do not support the Salesforce Rest API. For more information, please refer to this Salesforce article.

How do I find what type of Salesforce Account I have?
To find your SalesForce […]

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How Do I Set Up My Crm in Mangoapps?

To set up your CRM* in MangoApps, you will need administrator access.**
MangoApps can integrate directly with your existing CRM system. To set up this integration please follow:

Log in as administrator and change from the user portal to the Admin portal.
In the admin portal choose Modules -> “CRM”
In the CRM Settings page fill in the required connection […]

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