To move an opportunity to another stage, review its current status and gather necessary information. Open the opportunity in your CRM, select the new stage from the dropdown menu, update any relevant details, and save your changes.
You can create a variety of forms, including contact forms, lead capture forms, registration forms, and surveys tailored to your needs.
Yes! NIKO allows you to automate the appointment scheduling process, sending reminders and confirmations to both you and your clients.
© Copyright 2024. thinkrr.ai. All Rights Reserved.