Moving Prospects Through Your Pipeline (Opportunities)
Rabinder M
Last Update 4 tahun yang lalu
Once a Contact has been added into an Opportunity Pipeline there are several ways to progress the contact through the pipeline.
Option 1: Manually
Drag-&-Drop Option
- Click and hold on the Opportunity Info Plate
- Drag the Opportunity Plate to the new desired Pipeline stage
Option 2: Triggers Automation
Any Trigger Rule Can Stimulate an Opportunity Update.
Some frequently used Rules to update Opportunity:
- Form/Survey Submitted
- Contact Replied
- Customer Booked Appointment
- Contact Tag Added/Removed
- 2-Step Order Form
- Customer DND