This article provides a comprehensive guide to help you manage and track your pest control sales leads effectively, ensuring you never miss a business opportunity.1. Start by selecting 'Opportunities' from the main menu.
2. Click to begin creating a new opportunity.
3. Enter the contact's name in the designated field.
4. Next, provide the contact's email address.
5. Continue by adding the contact's phone number.
6. Name the opportunity you are creating.
7. Choose the most fitting pipeline for this opportunity.
8. Set the stage appropriate for this opportunity.
9. Now, select the current status of this opportunity.
10. Enter the financial value associated with this opportunity.
11. Assign an owner for this new opportunity.
12. Optionally, you can also add any involved followers now.
13. Enter the associated business name if applicable.
14. Specify the source from which this opportunity originated.
15. Assign relevant tags to categorize this opportunity.
16. Click 'Create' to finalize and save your new opportunity.
17. Confirm that the 'New Opportunity' has been successfully added.
18. Proceed to book or update an appointment for this contact.
19. Click 'Book appointment' to schedule.
20. Move forward by adding a new task related to this opportunity.
21. Finally, add any essential notes for future reference.
