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.

1 Click on "Pipelines".

2. Select the 'Opportunity' button.

2 Then, click on "Opportunity".

3. Enter the contact name.

3 Click here.

4. Provide the email address.

4 After that, click here.

5. Add a contact phone number.

5 Following that, click on the element.

6. Define the opportunity name.

6 Next up, click on the element.

7. Specify the pipeline from the given options.

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

8. Select a relevant pipeline stage.

8 Afterwards, click on "Lead".

9. Determine the status of the opportunity.

9 After, click on "Open".

10. Indicate the value of the opportunity.

10 Then, click here.

11. Assign an owner for this opportunity.

11 Click on "Unassigned".

12. Add followers if needed.

12 Once that's done, click here.

13. Input the business name.

13 Click here.

14. Determine the opportunity source.

14 Click here.

15. Activate the tag section.

15 Now, click on the element.

16. Specify a tag name.

16 Click on the element.

17. Record the current lead status.

17 Next, click on the element.

18. Specify the current treatment of interest.

18 Click here.

19. Conclude by clicking 'Create'.

19 Click on "Create".

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