Pipelines

This section will teach you how to effectively use pipelines with your CRM.

Filter Opportunities

Opportunities Cards

How to Check Opportunity Status of a Lead and Mark BOOKED in the Pipeline 👀

Opportunity Statuses - Won, Lost, and Abandoned

Navigating Opportunities: A Comprehensive Overview in Aesthetix CRM

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

Med Spa Pipeline Overview

Plastic Surgery Pipeline Overview

Opportunity Value Assignment Workflow: How to Automatically Assign Opportunity Values

Pipelines (New)

Editing Opportunity Cards in Aesthetix CRM: A Step-by-Step Guide

Navigating the Opportunities Section in Aesthetix CRM: A User Guide

How to View Notes in Aesthetix CRM

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

How to Create a New Pipeline in Aesthetix CRM

How to Edit a Pipeline in Aesthetix CRM

Embracing Duplicates: Allowing Duplicate Opportunities in Aesthetix CRM

How to Delete a Pipeline in Aesthetix CRM