Seizing Opportunities: A Step-by-Step Guide to Creating New Opportunities in Aesthetix CRM
Learn how to harness the power of Aesthetix CRM to create new opportunities with ease. This comprehensive guide walks you through the process, from identifying prospects to converting leads into lucrative deals. Discover how to input crucial details, set milestones, and assign tasks to streamline your opportunity management workflow. With clear instructions and expert tips, you'll be equipped to capitalize on every potential business opportunity and drive success for your organization.
1. Navigate to the 'Pipelines' section.
2. Select the 'Opportunity' button.
3. Enter the contact name.
4. Provide the email address.
5. Add a contact phone number.
6. Define the opportunity name.
7. Specify the pipeline from the given options.
8. Select a relevant pipeline stage.
9. Determine the status of the opportunity.
10. Indicate the value of the opportunity.
11. Assign an owner for this opportunity.
12. Add followers if needed.
13. Input the business name.
14. Determine the opportunity source.
15. Activate the tag section.
16. Specify a tag name.
17. Record the current lead status.
18. Specify the current treatment of interest.
19. Conclude by clicking 'Create'.
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Seizing Opportunities: A Step-by-Step Guide to Creating New Opportunities in Aesthetix CRM | Aesthetix CRM
