Navigating Opportunities: A Comprehensive Overview in Aesthetix CRM

Delve into the world of opportunities within Aesthetix CRM with this detailed overview article. Gain a comprehensive understanding of how opportunities function within the platform, from creation to conversion. This guide covers everything from tracking leads and deals to managing pipelines and forecasting revenue. Whether you're a seasoned sales professional or new to CRM, this resource provides valuable insights to help you maximize the potential of your opportunities and drive business growth.

1. Start by selecting the 'Opportunities' option

1 Firstly, click on "Pipelines".

2. Next, find and click on the 'Change Pipeline' option

2 Next, click here.

3. Use the 'Search bar' to locate specific opportunities

3 Afterwards, click on the element.

4. Click on 'Sort by' to organize your search results

4 After that, click on the element.

5. Utilize the 'Filters' option to narrow down your results

5 Click on the element.

6. Lastly, click on 'Add new opportunity' to create new entries

6 Upload

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