Pardot Knowledge Base

Opportunities

Importing Opportunities

Importing opportunities allows you to import a .csv file of new opportunities or perform a mass update of existing opportunities in Pardot. Accounts with a SugarCRM or Salesforce connector cannot import op...

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Opportunities Reporting

The Opportunities Report (under Reports > Opportunities) provides reporting on opportunities that have synced down from Salesforce or SugarCRM or were manually created or imported by a user. Statistics inclu...

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Opportunities in Pardot Overview

Opportunities allow a company to determine the revenue or pending revenue from the sale of a product. In Pardot, there are three ways opportunities (listed below) can be synced with a prospect in the system. Pa...

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Using Opportunity Custom Fields in Automations

This article covers how to use opportunity custom fields in your segmentation and automation rules. Note: this article does not cover how to create segmentation or automation rules, it covers only how to use o...

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