How to Add a Contact from Conversations to Opportunities in CoachWorks Marketing
This guide provides step-by-step instructions on how to add a contact from the Conversations section to your Opportunities list in CoachWorks Marketing. Follow these steps to seamlessly transition a conversation into a new opportunity.
1. Start by clicking on the Conversations section.
2. Next, select any conversation from the list.
3. Now, add the contact to your opportunities list.
4. Then, click on Add An Opportunity to proceed.
5. Proceed to fill in the contact's primary email and other necessary details.
6. Now, customize the specific details for this opportunity.
7. Finally, click Create to add the contact to the selected pipeline.
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How to Add a Contact from Conversations to Opportunities in CoachWorks Marketing | Content Copilot
