Opportunities Module Interactions
4 articles37 explained images
Automating Opportunities
Automating opportunities in GHL Customer Care is a straightforward process that can be accomplished using the platform's powerful workflow builder. Follow these steps to automate your sales processes and streamline your…
3 min10Multiple Opportunities Toggle in Workflows
TABLE OF CONTENTS Overview Setting Name Setting Description How to Configure Example Overview Currently, only the most recent opportunity associated with a contact enters the workflow. However, with the introduction of…
2 min2How to Use Opportunity Notes?
TABLE OF CONTENTS What are opportunity notes? Key Benefits of Opportunity Notes How do opportunity notes work? How to use opportunity notes? Best Practices Related Articles What are opportunity notes? We’ve launched…
3 min19Add Prospects to a Pipeline from the Prospecting Tool
Prospecting is now more tightly connected to your CRM, making it easier to move from discovery to deal tracking without extra manual steps. When adding a new prospect, the Add to a pipeline option can send that…
3 min6