Lead Stages and Pipelines

In this video, the speaker explains how to manage leads through the "Opportunities" section in the Move platform. Here's a summary:

1. Pipelines and Stages: Opportunities allow you to manage the journey of leads through different stages in your pipelines. You can toggle between pipelines using a dropdown menu.

2. Stages in the Lead Journey:

   • New Opportunity: When a lead enters the system, they are placed in this stage and sent an automated text message.
   • Texted Back: If the lead responds to the automated message, they are automatically moved to this column, indicating higher intent.
   • In Communication: For leads you are actively communicating with and nurturing towards a consultation.
   • Communication Attempts: Additional stages track your attempts to contact the lead, from initial contact to "No Response."

3. Managing Leads: You can move leads between stages by dragging and dropping them or updating their stage manually in the lead's details.

This system helps track the progress of leads and manage communication efforts efficiently.