How To Use Opportunities To Visually See Who To Spend Your Time On First
The Pipelines are a great way to visually see who to spend your time with first. This video will show you how you want to prioritize Opportunities within both the seller and buyer Pipelines.
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.
How To Use The Powerful Built-In Phone Dialer
Another Superpower of the Likeable Agent system is the built-in phone dialer. With this powerful tool, you can call your Contacts as well as automatically keep track of all your call reporting statistics. See Also: In the video below, see how ...