How to Set Up Your Opportunities Section

The Key Steps

1. Click the Contacts dropdown in your left-hand navigation menu on your backend dashboard.
2. Click Opportunities in the sub-menu. 
3. Here, you'll be able to drag and drop contacts into their different statuses. This will allow you to have a physical representation of the contact steps through the process you have set up in your school. 
4. If you'd like to learn how to add a new status, you can find instructions on how to do that here.

Here is a video walking through these steps and examples on how to set up your Opportunities section: