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.
In addition to being logged into Infusionsoft and inside a specific account, we need to be looking at an opportunity record.
Beneath the Next follow-up action: section, click on the + Add a note about your last action link:
In the What did you do? section, leave concise notes about the action that was taken to forward the opportunity:
Check the Do you want to change it? box beneath the notes we just left.
Leave notes for our future self about what needs to occur next. The more detail and context we can provide the better:
Using the calendar dropdown, select the date we plan to perform the action we just declared:
