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How to Add Opportunities to Pipeline with Bulk Action

How to Add Opportunities to Pipeline with Bulk Action

Learn how to seamlessly add opportunities to your sales pipeline in Aesthetix CRM with this practical guide. We'll walk you through the process of inserting new entries into your pipeline, helping you manage and track potential deals more effectively. This article is essential for users looking to enhance their sales management and forecasting accuracy.

1. Click on "Contacts".

1 Click on "Smart Lists".

2. Select "Smart Lists" from the menu.

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3. Choose the contact you want to add to the pipeline.

3 Click here.

4. Click on "Add to Pipeline".

4 Then, click here.

5. Select the desired pipeline from the list.

5 Then, click on "Lead 2 Patient Pipeline".

6. Choose the appropriate stage of your pipeline.

6 Click on "Lead".

7. Enter the "Opportunity Name".

7 Click on the element.

8. Specify the "Opportunity Source".

8 Click on the element.

9. Set the "Lead Value".

9 Once that's done, click on the element.

10. Choose the "Opportunity Status".

10 Click on the element.

11. Provide a description for the action.

11 Next up, click on the element.

12. Finally, click on "Add/Update Opportunity" to save the changes.

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