- Step 1 -
Use your Opportunities List to find people you'd like to talk to! These contacts are most likely to sell in the next 6-12 months.
The more stars a contact has, the more likely they are to sell in the next year. Contacts without stars don't appear on this list, but you can search for them at the top of the home page or find them in the Account Tab.
Your Opportunities are sorted with 3-star contacts that live closest to you on top. You can also sort by distance, newly added, or alphabetically.
Tap the more options button to:
- Update a contact's Funnel status.
- Apply a label such as Past Client or Vendor. Labeled contacts are on your Account tab.
- Hide anyone you don't want to talk to; you won't see them again in the app.
You can even edit multiple contacts at the same time with bulk edit!
Your goal today: Explore your Opportunities List and find 1 person you'd like to talk to!