The Likeable Agent system is smart enough to move Opportunities through the first few stages of a pipeline automatically. Here's how and when it does that as well as what to do if you want to manually move an Opportunity yourself. If you move an ...
Here's how to manually remove Opportunities and Opportunity Cards from your Pipeline. See also: Understanding Opportunities/Cards and Marking Opportunities as Won, Lost & Abandoned.
In the Buyer Pipeline only, we take an extra step to help you visually understand who the best Opportunities are. We do that by separating Buyer Leads into "Basic" Leads and "High Quality" (or "HQ") Leads. Based on how Leads answer 3 questions ...