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.
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 ...
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 ...