How To Move & Sort Opportunity Cards (Automatic & Manual Actions)

How To Move & Sort Opportunity Cards (Automatic & Manual Actions)



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 Opportunity manually, remember that if the Contact is still in the Lead or Verified Pipeline Stage (for buyers) or Lead stage (for sellers), they are in an automated texting sequence that you want to take them out of.  Here's how to do that.