Training series 3
In this training video, we are going to cover Managing Opportunities. The opportunities feature allows you to convert new leads to paying jobs through the sales pipeline in our software. We do this by giving you the tools to track each of your leads and what stage of the sale they are in. Want to learn how it works? Just press play:

Need a quick recap? Here’s what we just covered:
  • You can access the opportunities tab on the lefthand side of your dashboard
  • Name your leads and assign them categories based on what services they need
  • Keep track of each lead value and where they came from
  • Create tasks and reminders to follow up with potential clients
  • Add notes to each client throughout the funnel process


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