Infusionsoft-Opportunities.mp4
VIDEO ON HOW TO CREATE THE OPPORTUNITY
- Opportunities Tab
- Add Opportunity
- Stage ID to Negotiating, verbal etc (do closed won in the second part)
- Opportunity Notes put the product. Eg. Custom List, National Business, Ontario Industrial etc.
- Put the price quoted in both the High and Low Area
- press Save
- Opportunities Tab
- Add Opportunity
- Stage ID to Negotiating, verbal etc (do closed won in the second part)
- Opportunity Notes put the product. Eg. Custom List, National Business, Ontario Industrial etc.
- Put the price quoted in both the High and Low Area
- press Save