Welcome to the Tekatix Blog & Help Center
Where Business Meets Simplicity
We get it—running a business, managing clients, building funnels, sending campaigns… it’s a lot. That’s why we created Tekmatix: to make it easier. And this blog? It’s your space to learn, grow, and stay inspired.
Here, we break down the complex stuff into real-world advice, practical tools, and stories from people just like you. No tech jargon. No fluff. Just helpful content you can use right now.
Use the search bar below to look for help articles you need.
Opportunities Overview
In this article, you will learn more about how the opportunity tab works, and what you can do. In here is where you can see all your opportunities (which are your leads), and see in which stage of your pipeline they are right now. You can also see their information by clicking on their opportunity card.
Part 1: Filtering Opportunities
You can filter your opportunities by: Owner, Status, Campaign Type, Last Stage Change, Created on, Updated on, Lead Value, Opportunity Won On, and Opportunity Lost On
You can search for opportunities
You can select a pipeline
You can Sort by Date Added in an ascending/descending option
You can select multiple filters by pipeline, owner, and campaign and toggle “AND” or “OR” relationships with them
With the menu dots, you can export and include additional information: Task, Note, Company Name, Calendar Event, Hide Tags, Hide Assigned To
Part 2: How to Add an Opportunity
Click on the "+ New" green button next to the filters to create your new opportunity.
Please Note: You can create a contact when you create an opportunity
Part 3: Exporting Opportunity Information and Additional Info
Click on the menu dots and then the Export option to download the opportunity information. This will automatically download a CSV file taking into consideration the filters that you selected and additional info that you want to include.
This feature will remember what you have previously selected. You can also filter by task, calendar event, note, company name, you can hide the tags, or hide to which owner they belong.
Part 4: Inside an Opportunity Card
This information will contain:
Their contact information: Name, email, phone, tags, and company name.
The opportunity information: Pipeline, the stage, their status, the lead value, the owner of this opportunity, and the source.
You can also see information on when was the opportunity created, and from where was it created.
Checkbox for hiding empty fields
Book/Update Appointments
Tasks
Notes
Add/Manage Opportunity custom fields
One of the powerful capabilities of our opportunities management system is the ability to create and add custom fields for opportunities. This feature empowers you to capture and organize additional information that is tailored to your unique business needs.
In the opportunity card, simply select "Add/Manage Fields" to access the custom fields area. Please view our article on this topic for more information.
Use the search bar below to look for help articles you need.
Latest Blog Posts
Opportunities Overview
In this article, you will learn more about how the opportunity tab works, and what you can do. In here is where you can see all your opportunities (which are your leads), and see in which stage of your pipeline they are right now. You can also see their information by clicking on their opportunity card.
Part 1: Filtering Opportunities
You can filter your opportunities by: Owner, Status, Campaign Type, Last Stage Change, Created on, Updated on, Lead Value, Opportunity Won On, and Opportunity Lost On
You can search for opportunities
You can select a pipeline
You can Sort by Date Added in an ascending/descending option
You can select multiple filters by pipeline, owner, and campaign and toggle “AND” or “OR” relationships with them
With the menu dots, you can export and include additional information: Task, Note, Company Name, Calendar Event, Hide Tags, Hide Assigned To
Part 2: How to Add an Opportunity
Click on the "+ New" green button next to the filters to create your new opportunity.
Please Note: You can create a contact when you create an opportunity
Part 3: Exporting Opportunity Information and Additional Info
Click on the menu dots and then the Export option to download the opportunity information. This will automatically download a CSV file taking into consideration the filters that you selected and additional info that you want to include.
This feature will remember what you have previously selected. You can also filter by task, calendar event, note, company name, you can hide the tags, or hide to which owner they belong.
Part 4: Inside an Opportunity Card
This information will contain:
Their contact information: Name, email, phone, tags, and company name.
The opportunity information: Pipeline, the stage, their status, the lead value, the owner of this opportunity, and the source.
You can also see information on when was the opportunity created, and from where was it created.
Checkbox for hiding empty fields
Book/Update Appointments
Tasks
Notes
Add/Manage Opportunity custom fields
One of the powerful capabilities of our opportunities management system is the ability to create and add custom fields for opportunities. This feature empowers you to capture and organize additional information that is tailored to your unique business needs.
In the opportunity card, simply select "Add/Manage Fields" to access the custom fields area. Please view our article on this topic for more information.
Marketing
Opportunities Overview
In this article, you will learn more about how the opportunity tab works, and what you can do. In here is where you can see all your opportunities (which are your leads), and see in which stage of your pipeline they are right now. You can also see their information by clicking on their opportunity card.
Part 1: Filtering Opportunities
You can filter your opportunities by: Owner, Status, Campaign Type, Last Stage Change, Created on, Updated on, Lead Value, Opportunity Won On, and Opportunity Lost On
You can search for opportunities
You can select a pipeline
You can Sort by Date Added in an ascending/descending option
You can select multiple filters by pipeline, owner, and campaign and toggle “AND” or “OR” relationships with them
With the menu dots, you can export and include additional information: Task, Note, Company Name, Calendar Event, Hide Tags, Hide Assigned To
Part 2: How to Add an Opportunity
Click on the "+ New" green button next to the filters to create your new opportunity.
Please Note: You can create a contact when you create an opportunity
Part 3: Exporting Opportunity Information and Additional Info
Click on the menu dots and then the Export option to download the opportunity information. This will automatically download a CSV file taking into consideration the filters that you selected and additional info that you want to include.
This feature will remember what you have previously selected. You can also filter by task, calendar event, note, company name, you can hide the tags, or hide to which owner they belong.
Part 4: Inside an Opportunity Card
This information will contain:
Their contact information: Name, email, phone, tags, and company name.
The opportunity information: Pipeline, the stage, their status, the lead value, the owner of this opportunity, and the source.
You can also see information on when was the opportunity created, and from where was it created.
Checkbox for hiding empty fields
Book/Update Appointments
Tasks
Notes
Add/Manage Opportunity custom fields
One of the powerful capabilities of our opportunities management system is the ability to create and add custom fields for opportunities. This feature empowers you to capture and organize additional information that is tailored to your unique business needs.
In the opportunity card, simply select "Add/Manage Fields" to access the custom fields area. Please view our article on this topic for more information.
Opportunities Overview
In this article, you will learn more about how the opportunity tab works, and what you can do. In here is where you can see all your opportunities (which are your leads), and see in which stage of your pipeline they are right now. You can also see their information by clicking on their opportunity card.
Part 1: Filtering Opportunities
You can filter your opportunities by: Owner, Status, Campaign Type, Last Stage Change, Created on, Updated on, Lead Value, Opportunity Won On, and Opportunity Lost On
You can search for opportunities
You can select a pipeline
You can Sort by Date Added in an ascending/descending option
You can select multiple filters by pipeline, owner, and campaign and toggle “AND” or “OR” relationships with them
With the menu dots, you can export and include additional information: Task, Note, Company Name, Calendar Event, Hide Tags, Hide Assigned To
Part 2: How to Add an Opportunity
Click on the "+ New" green button next to the filters to create your new opportunity.
Please Note: You can create a contact when you create an opportunity
Part 3: Exporting Opportunity Information and Additional Info
Click on the menu dots and then the Export option to download the opportunity information. This will automatically download a CSV file taking into consideration the filters that you selected and additional info that you want to include.
This feature will remember what you have previously selected. You can also filter by task, calendar event, note, company name, you can hide the tags, or hide to which owner they belong.
Part 4: Inside an Opportunity Card
This information will contain:
Their contact information: Name, email, phone, tags, and company name.
The opportunity information: Pipeline, the stage, their status, the lead value, the owner of this opportunity, and the source.
You can also see information on when was the opportunity created, and from where was it created.
Checkbox for hiding empty fields
Book/Update Appointments
Tasks
Notes
Add/Manage Opportunity custom fields
One of the powerful capabilities of our opportunities management system is the ability to create and add custom fields for opportunities. This feature empowers you to capture and organize additional information that is tailored to your unique business needs.
In the opportunity card, simply select "Add/Manage Fields" to access the custom fields area. Please view our article on this topic for more information.
CRM
Opportunities Overview
In this article, you will learn more about how the opportunity tab works, and what you can do. In here is where you can see all your opportunities (which are your leads), and see in which stage of your pipeline they are right now. You can also see their information by clicking on their opportunity card.
Part 1: Filtering Opportunities
You can filter your opportunities by: Owner, Status, Campaign Type, Last Stage Change, Created on, Updated on, Lead Value, Opportunity Won On, and Opportunity Lost On
You can search for opportunities
You can select a pipeline
You can Sort by Date Added in an ascending/descending option
You can select multiple filters by pipeline, owner, and campaign and toggle “AND” or “OR” relationships with them
With the menu dots, you can export and include additional information: Task, Note, Company Name, Calendar Event, Hide Tags, Hide Assigned To
Part 2: How to Add an Opportunity
Click on the "+ New" green button next to the filters to create your new opportunity.
Please Note: You can create a contact when you create an opportunity
Part 3: Exporting Opportunity Information and Additional Info
Click on the menu dots and then the Export option to download the opportunity information. This will automatically download a CSV file taking into consideration the filters that you selected and additional info that you want to include.
This feature will remember what you have previously selected. You can also filter by task, calendar event, note, company name, you can hide the tags, or hide to which owner they belong.
Part 4: Inside an Opportunity Card
This information will contain:
Their contact information: Name, email, phone, tags, and company name.
The opportunity information: Pipeline, the stage, their status, the lead value, the owner of this opportunity, and the source.
You can also see information on when was the opportunity created, and from where was it created.
Checkbox for hiding empty fields
Book/Update Appointments
Tasks
Notes
Add/Manage Opportunity custom fields
One of the powerful capabilities of our opportunities management system is the ability to create and add custom fields for opportunities. This feature empowers you to capture and organize additional information that is tailored to your unique business needs.
In the opportunity card, simply select "Add/Manage Fields" to access the custom fields area. Please view our article on this topic for more information.
Opportunities Overview
In this article, you will learn more about how the opportunity tab works, and what you can do. In here is where you can see all your opportunities (which are your leads), and see in which stage of your pipeline they are right now. You can also see their information by clicking on their opportunity card.
Part 1: Filtering Opportunities
You can filter your opportunities by: Owner, Status, Campaign Type, Last Stage Change, Created on, Updated on, Lead Value, Opportunity Won On, and Opportunity Lost On
You can search for opportunities
You can select a pipeline
You can Sort by Date Added in an ascending/descending option
You can select multiple filters by pipeline, owner, and campaign and toggle “AND” or “OR” relationships with them
With the menu dots, you can export and include additional information: Task, Note, Company Name, Calendar Event, Hide Tags, Hide Assigned To
Part 2: How to Add an Opportunity
Click on the "+ New" green button next to the filters to create your new opportunity.
Please Note: You can create a contact when you create an opportunity
Part 3: Exporting Opportunity Information and Additional Info
Click on the menu dots and then the Export option to download the opportunity information. This will automatically download a CSV file taking into consideration the filters that you selected and additional info that you want to include.
This feature will remember what you have previously selected. You can also filter by task, calendar event, note, company name, you can hide the tags, or hide to which owner they belong.
Part 4: Inside an Opportunity Card
This information will contain:
Their contact information: Name, email, phone, tags, and company name.
The opportunity information: Pipeline, the stage, their status, the lead value, the owner of this opportunity, and the source.
You can also see information on when was the opportunity created, and from where was it created.
Checkbox for hiding empty fields
Book/Update Appointments
Tasks
Notes
Add/Manage Opportunity custom fields
One of the powerful capabilities of our opportunities management system is the ability to create and add custom fields for opportunities. This feature empowers you to capture and organize additional information that is tailored to your unique business needs.
In the opportunity card, simply select "Add/Manage Fields" to access the custom fields area. Please view our article on this topic for more information.
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Opportunities Overview
In this article, you will learn more about how the opportunity tab works, and what you can do. In here is where you can see all your opportunities (which are your leads), and see in which stage of your pipeline they are right now. You can also see their information by clicking on their opportunity card.
Part 1: Filtering Opportunities
You can filter your opportunities by: Owner, Status, Campaign Type, Last Stage Change, Created on, Updated on, Lead Value, Opportunity Won On, and Opportunity Lost On
You can search for opportunities
You can select a pipeline
You can Sort by Date Added in an ascending/descending option
You can select multiple filters by pipeline, owner, and campaign and toggle “AND” or “OR” relationships with them
With the menu dots, you can export and include additional information: Task, Note, Company Name, Calendar Event, Hide Tags, Hide Assigned To
Part 2: How to Add an Opportunity
Click on the "+ New" green button next to the filters to create your new opportunity.
Please Note: You can create a contact when you create an opportunity
Part 3: Exporting Opportunity Information and Additional Info
Click on the menu dots and then the Export option to download the opportunity information. This will automatically download a CSV file taking into consideration the filters that you selected and additional info that you want to include.
This feature will remember what you have previously selected. You can also filter by task, calendar event, note, company name, you can hide the tags, or hide to which owner they belong.
Part 4: Inside an Opportunity Card
This information will contain:
Their contact information: Name, email, phone, tags, and company name.
The opportunity information: Pipeline, the stage, their status, the lead value, the owner of this opportunity, and the source.
You can also see information on when was the opportunity created, and from where was it created.
Checkbox for hiding empty fields
Book/Update Appointments
Tasks
Notes
Add/Manage Opportunity custom fields
One of the powerful capabilities of our opportunities management system is the ability to create and add custom fields for opportunities. This feature empowers you to capture and organize additional information that is tailored to your unique business needs.
In the opportunity card, simply select "Add/Manage Fields" to access the custom fields area. Please view our article on this topic for more information.
Opportunities Overview
In this article, you will learn more about how the opportunity tab works, and what you can do. In here is where you can see all your opportunities (which are your leads), and see in which stage of your pipeline they are right now. You can also see their information by clicking on their opportunity card.
Part 1: Filtering Opportunities
You can filter your opportunities by: Owner, Status, Campaign Type, Last Stage Change, Created on, Updated on, Lead Value, Opportunity Won On, and Opportunity Lost On
You can search for opportunities
You can select a pipeline
You can Sort by Date Added in an ascending/descending option
You can select multiple filters by pipeline, owner, and campaign and toggle “AND” or “OR” relationships with them
With the menu dots, you can export and include additional information: Task, Note, Company Name, Calendar Event, Hide Tags, Hide Assigned To
Part 2: How to Add an Opportunity
Click on the "+ New" green button next to the filters to create your new opportunity.
Please Note: You can create a contact when you create an opportunity
Part 3: Exporting Opportunity Information and Additional Info
Click on the menu dots and then the Export option to download the opportunity information. This will automatically download a CSV file taking into consideration the filters that you selected and additional info that you want to include.
This feature will remember what you have previously selected. You can also filter by task, calendar event, note, company name, you can hide the tags, or hide to which owner they belong.
Part 4: Inside an Opportunity Card
This information will contain:
Their contact information: Name, email, phone, tags, and company name.
The opportunity information: Pipeline, the stage, their status, the lead value, the owner of this opportunity, and the source.
You can also see information on when was the opportunity created, and from where was it created.
Checkbox for hiding empty fields
Book/Update Appointments
Tasks
Notes
Add/Manage Opportunity custom fields
One of the powerful capabilities of our opportunities management system is the ability to create and add custom fields for opportunities. This feature empowers you to capture and organize additional information that is tailored to your unique business needs.
In the opportunity card, simply select "Add/Manage Fields" to access the custom fields area. Please view our article on this topic for more information.
