Original Question: Doran Burnside asked us:“I have a funnel set up and a trigger that adds them to a pipeline. Is there a way to add them as a contact and not an opportunity? Just realized these leads are affecting my close rate and they…
Sales Tracking
3 Articles
Original Question: Kyle Buxton asked us: “Hey guys, I’m new and setting up my opportunities and triggers. I got a trigger to work for when pipeline stages change, but I’m trying to set up a trigger to modify the current pipeline stage based on a…
TL Priester Asked: “Where do I add how much I made from client sales so that it shows up on my dashboard? All of my sales funnels have $0. Thanks.” The Answer: To ensure your sales figures appear on your Agent CRM dashboard, you need…