Autoupdate Opportunity Pipelines

Autoupdate Opportunity Pipelines

March 29, 20231 min read

Having a visual representation of all of the stages of your sales process that your clients and Saas members are in, helps you and your team provide a much higher quality service.

This helps you:
Trigger events and campaigns based on the stage
Track the value of your sales in your dashboard
Track the stage of projects
Automate stale opportunities

and so much more!

In today's training, I am going to show you how to create a sales pipeline to trigger a series of automations. To do this, we are going to use High Level.

Custom HTML/CSS/JAVASCRIPT

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I am the CEO and Founder of My Vision Agency, a program where business owners can learn to scale their Vision with A.I.

Bridget Bartlett

I am the CEO and Founder of My Vision Agency, a program where business owners can learn to scale their Vision with A.I.

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