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Infusionsoft Cookbook by Paul Sokol

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Working sales opportunities

No matter what kind of process pipeline has been created, the act of "working" an opportunity record is the same every single time. By building this workflow into our habits, it ensures that nobody slips through the cracks and that there is a very clear digital paper trail of the actions taken to work the opportunity.

Getting ready

In addition to being logged into Infusionsoft and inside a specific account, we need to be looking at an opportunity record.

How to do it...

  1. Beneath the Next follow-up action: section, click on the + Add a note about your last action link:
    How to do it...
  2. In the What did you do? section, leave concise notes about ...

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