Navigating the Opportunities Section in Aesthetix CRM: A User Guide

Master the Opportunities section in Aesthetix CRM with this in-depth guide. Learn how to effectively navigate and manage opportunities, from tracking potential deals to updating their status and progress. This article provides valuable tips and instructions to help you leverage the Opportunities section for improved sales management and pipeline tracking. Ideal for users aiming to optimize their CRM's sales functionalities and close deals efficiently.

1. Click on "Pipelines".

1 Click on the element.

2. Click, drag, and drop the corresponding opportunity card to the desired stage.

2 Click here.

3. Use the "Search Opportunity" feature to quickly locate a specific opportunity.

3 Next up, click on the element.

Did this answer your question?

😞

😐

😁