One of the great features of the VI Toolbox is the Opportunities area. This is a great way to track leads through to closed sales, no matter what industry you are in.
Creating Your Opportunities Pipeline
Setting up your pipeline is an important piece of getting your unique process into the system. Follow along to build your perfect pipeline.
Adding & Moving Opportunities
In this video we walk you through adding a new opportunity and the basics of contacts.
Adjusting Your Dashboard
This is fantastic to be able to see the statistics around your opportunity pipeline.
Tasks & Following Up Opportunities
Say an opportunity is not ready to work with you – here is how to make sure you follow up.
