CRM
Opportunities and calendar
Follow every deal through your sales stages, and keep your appointments next to the people they're with.
Opportunities
- 1Choose the pipeline.
- 2Each stage is a column. Drag cards between them.
- 3A deal: its contact and value.
- Each pipeline has its stages as columns, and each card is a deal with its contact and value. The total open value is at the top.
- Drag a card to another stage, or open it to change its value, status (open, won, lost, abandoned) and contact.
- Show won and lost brings finished deals back into view.
- Need another stage or pipeline? Ask the assistant: "Add a Proposal sent stage to Coaching sales".
Calendar
- 1New appointment.
- 2Coming up, this week or the past.
- 3Each appointment, with the contact it's with.
Your appointments for the next 60 days, this week, or the past 60 days, grouped by day, each with its contact, place and calendar. New appointment books one on a contact.
From HighLevel
Calendars and appointments come over with the HighLevel sync, so your existing bookings are here from the start.