Seizing Opportunities: A Step-by-Step Guide to Creating New Opportunities in Aesthetix CRM

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'.