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.
This short video will show you the full lifecycle of how we turn a lead into a closed transaction using the Heroes Saving Money On Homes Program in conjunction with your Likeable Agent system. Referenced Support Topics In This Video: Opportunity ...
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 ...