Jun '24 • New GHL Releases!
How to Use Opportunities Custom Fields
Timestamps
0:00 Mastering Custom Fields in Your Projects
- Optimizing Lead Management Through Forms and Surveys
0:28 Enhancing Lead Quality Through Customized Form Fields
1:16 Creating Custom Fields for Opportunity Details in CRM
- Streamlining Workflows with In-Form Automations
1:48 Strategizing Lead Qualification and Sales Pipeline Management
- Creating New Pipelines Within a Form Builder
2:08 Editing and Saving Opportunity Settings
2:37 Streamlining Contact Pipeline With Form Builder Automation
- Streamlined Form Integration in Opportunity Pipelines
- Gratitude and Guidance for Viewers
[SUMMARY]:
In this clear-cut and insightful episode of Andrew's tech tips, viewers are ushered into the dynamic world of forms and surveys, particularly focusing on leveraging custom fields to enhance lead management. Andrew's prowess in simplifying complex features shines through as he meticulously explains how to integrate opportunity-related information within your company's sales funnels. This video is a treasure trove for businesses dealing in digital or physical products and services, aiming to streamline their customer information gathering process through forms and surveys.
Andrew delves into the newly introduced user interface that efficiently categorizes contact and opportunity related custom fields. He demonstrates creating a single-line custom field to capture specific business details from customers, such as current revenue, and seamlessly linking this data to the relevant stage in the sales pipeline. The episode skillfully integrates SEO-optimized keywords related to lead tracking, form customization, and sales automation. Draw
Click to watch the Full Release Video: #How to Use Opportunities Custom Fields
- Step by Step Walkthrough
- Key Takeaways
- Notable Quotes
- Resources
0
0 comments
How to Use Opportunities Custom Fields
skool.com/ghl-news-9285
Get High Level updates delivered to your inbox:
🗞️ Daily GHL Updates via email
🗞️ FREE High Level Community
🗞️ Never miss another GHL release!
Powered by