Written by ajsantiago Introduction
Below is a visual representation of the progression of an opportunity through the action-based system. This chart will guide you through what action to create in certain situations. We understand that the process can be different for every team, and you may feel free to skip certain parts or add new ones entirely to your workflow. But ultimately, the goal is to close deals and this is the A to Z chart of how to do it in CarrotCRM.
The Actions menu in Carrot CRM/InvestorFuse is where you will assign the next actions to your Opportunities and where you will be working out of. Click here to jump to the Actions menu.
Download the Full-Sized PDF here
Conclusion:
With this on hand, the user should now be able to better understand the progression of an opportunity inside the action-based system from start (qualifying the lead) to finish (closed deal). Should there be additional questions regarding this, feel free to check the Help Center or speak to our Support Team in Live Chat.
Learn More:
For more details, you can check the first video we created here about getting started.