Lesson Timestamps
03:18 Adding Contacts
08:23 Opportunity Value
10:18 Custom Fields
13:19 Tasks Section
15:42 Appointments Management
18:59 Opportunity Deletion
Understanding and Utilizing Your Pipeline for Business Support
Accessing the Opportunities Dashboard
Open an Opportunity Pipeline in the Opportunities Dashboard by clicking on the Opportunities tab.
Default filters include opportunities in the status of being open.
Click on Advanced Filters to view more options.
Sorting and Viewing Options
Use Sort option to choose how to sort opportunities by date added, name, or value.
Toggle between increasing or decreasing sorting.
Clear sorting by clicking on clear.
Navigating Opportunities View
Toggle between card view and list/tile view to see opportunities and leads differently.
Add contacts and opportunities by clicking on the Add Opportunity button.
Managing Opportunities
Add existing or new contacts to opportunities.
Assign yourself as the owner of opportunities.
Move opportunities through different stages by dragging and dropping.
Understand different opportunity statuses like open, closed, abandoned, etc.
Custom Fields and Components
Utilize custom fields like Loan Signing Business and General Notary Work to track specific details.
Add notes for reference and tasks for follow-up.
Book and update appointments manually.
Additional Features
Customize views in board and table formats.
Import or export opportunities.
Filter and sort opportunities based on criteria.
Include additional custom fields for more detailed information.
Managing and Deleting Opportunities
Delete opportunities without deleting contacts.
Assign yourself to contacts for notifications and updates.
Track changes and updates in the dashboard based on opportunity statuses.
Conclusion
Customize dashboard organization.
Reach out for further questions or support.
Stay tuned for more training videos on utilizing your pipeline effectively.