Andrew Hemphill
Managing CRM Opportunities 📈
Managing CRM Opportunities 📈
Andrew Hemphill
Learn how to effectively manage potential future jobs and events using the opportunities tab in your CRM. This guide covers manual entry, logging repeat opportunities from past quotes, and tracking follow-ups.
Managing CRM Opportunities 📈
Andrew Hemphill
Learn how to effectively manage potential future jobs and events using the opportunities tab in your CRM. This guide covers manual entry, logging repeat opportunities from past quotes, and tracking follow-ups.
Chapters
00:00
Introduction to Opportunities
Overview of the opportunities tab and its purpose in the CRM.
00:35
Adding New Opportunities
01:02
Logging Repeat Opportunities
01:44
Managing Opportunity Details