Workflow Action: "Remove Opportunity" in Aesthetix | Aesthetix CRM

Workflow Action: "Remove Opportunity" in Aesthetix

Take control of your sales pipeline with this practical guide on utilizing the "Remove Opportunity" feature in Aesthetix. This article explores the importance of maintaining an organized CRM by effectively removing opportunities that are no longer viable or relevant. Learn the step-by-step process for identifying and removing outdated opportunities, as well as best practices for evaluating your sales pipeline's health. Ideal for sales teams and CRM users, this guide will help you streamline your opportunity management, improve focus on high-potential leads, and ultimately drive better sales outcomes in Aesthetix.

1. To begin, click "Marketing".

1 To commence, click here.

2. Now, click on "Workflows"

2 Now, click on "Automation to help your practice grow".

3. Add your desired action

3 Click on the element.

4. After, click on "Remove Opportunity" to the given options.

4 After, click on "Remove Opportunity".

5. Now, select your chosen pipeline.

5 Now, click on "Select".

6. To end off, click on "Save Action".

6 After, click on "Save Action".

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