How To Use Opportunities To Visually See Who To Spend Your Time On First

• Related Articles

• When Dead Opportunities Are Automatically Removed

  Here's when we automatically remove "dead lead" Opportunities from your Pipeline and how we do it. See also:  Manually Removing Opportunities

• How To Manually Remove Opportunities From The Pipeline

  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.

• Filters (I don't see what I should see)

  If you don't see what you think you should be seeing, there's a very high chance that you have a filter on and don't know it.  This video will show you how to take all your filters off to ensure you're seeing every Opportunity and Contact.

• Understanding Opportunities & Your Opportunity Cards

  Opportunities are one of the 2 main pillars of the Likeable Agent system. Learn what Opportunities and Opportunity Cards are and what to do with them.

• Understanding Contact "Tags" & How They Help You

  Tags help you group/classify people at a high level.  They also help you see at a quick glance who you may want to spend your time with.  Here's how.   See Also:  Filters & Smart Lists