<div data-lexical-embed-block="<div style=&quot;position: relative; width: 100%; height: 0px; overflow: hidden; padding-bottom: min(56.25%, 95vh);&quot;><iframe allowfullscreen=&quot;&quot; mozallowfullscreen=&quot;&quot; webkitallowfullscreen=&quot;&quot; src=&quot;https://videos.autogrowth.co.uk/embed/recordings/wyqs5eS4lhU95BOLBG25?onlyRecording=1&quot; width=&quot;100%&quot; height=&quot;100%&quot; style=&quot;border: 0px; position: absolute; inset: 0px;&quot;></iframe></div>"><div style="position: relative; width: 100%; height: 0px; overflow: hidden; padding-bottom: min(56.25%, 95vh);"><iframe allowfullscreen="" mozallowfullscreen="" webkitallowfullscreen="" src="https://videos.autogrowth.co.uk/embed/recordings/wyqs5eS4lhU95BOLBG25?onlyRecording=1" width="100%" height="100%" style="border: 0px; position: absolute; inset: 0px;"></iframe></div></div> <h1 class="PlaygroundEditorTheme__h1" dir="ltr">Moving Opportunities</h1> <ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Every time a contact replies and you have some form of outcome (i.e., interested, not interested, not the right fit), move them IMMEDIATELY to the appropriate stage in the Opportunities Pipeline</li></ul> <ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Positive Reply?</li><li value="2" class="PlaygroundEditorTheme__listItem PlaygroundEditorTheme__nestedListItem"><ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Let's say a customer replied and has shown interest in your services, or they've said 'Yes I want it done, but I'm ready yet'.</li><li value="2" class="PlaygroundEditorTheme__listItem PlaygroundEditorTheme__nestedListItem"><ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">These are positive signs of potentially becoming a booking. A simple text or call a few days, a week or a couple of weeks could help get them over the line.</li><li value="2" class="PlaygroundEditorTheme__listItem">I always like to image; what information could I send to this customer to help educate them to make a decision and book-in wit hme?</li><li value="3" class="PlaygroundEditorTheme__listItem">This may be in the form of a video, a testimonial, a review, be imaginative! You could even visit them in person if you wanted the sale and knew they were the right kind of customer.</li></ul></li><li value="2" class="PlaygroundEditorTheme__listItem">Once you get a positive reply, make sure to move the customer to one of the positive pipeline stages listed below:</li><li value="3" class="PlaygroundEditorTheme__listItem PlaygroundEditorTheme__nestedListItem"><ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">In Negotiation</li><li value="2" class="PlaygroundEditorTheme__listItem">Hot Lead</li></ul></li></ul></li></ul> <h1 class="PlaygroundEditorTheme__h1" dir="ltr">Why Is This So Important? </h1><ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Moving opportunities between pipeline stages shows you and us where any of your leads are at one point. </li></ul> <ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">By you actively doing this, we can also send email &amp; SMS database reactivation campaigns to the people who haven't bought yet in the stages like </li><li value="2" class="PlaygroundEditorTheme__listItem PlaygroundEditorTheme__nestedListItem"><ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Unqualified / Not Yet Ready / Uncontactable</li><li value="2" class="PlaygroundEditorTheme__listItem">Making sure the people who are booked in and are awaiting negotiation.</li></ul></li></ul> <img src="https://support.autogrowth.co.uk/wp-content/uploads/2023/06/Move-Contacts-Between-Opportunities.gif" alt="" width="inherit" height="inherit"> <ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">You can move an opportunity on Desktop by dragging them between stages like below</li></ul> <ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Moving A Person To 'In Negotiation' OR 'Hot Lead' Stage Once They've Replied</li><li value="2" class="PlaygroundEditorTheme__listItem PlaygroundEditorTheme__nestedListItem"><ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">If someone has expressed interest, move them to In Negotiation or Hot Lead</li><li value="2" class="PlaygroundEditorTheme__listItem">Failing to remove them will result in automated texts/emails asking them to reply</li></ul></li></ul> <img src="https://support.autogrowth.co.uk/wp-content/uploads/2023/06/chrome-capture-2023-5-5-1.gif" alt="" width="inherit" height="inherit"> You can also move them between stages by doing so in the Conversation View

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# Moving Opportunities

* Every time a contact replies and you have some form of outcome (i.e., interested, not interested, not the right fit), move them IMMEDIATELY to the appropriate stage in the Opportunities Pipeline

* Positive Reply?
* * Let's say a customer replied and has shown interest in your services, or they've said 'Yes I want it done, but I'm ready yet'.
  * * These are positive signs of potentially becoming a booking. A simple text or call a few days, a week or a couple of weeks could help get them over the line.
    * I always like to image;*****what information could I send to this customer to help educate them to make a decision and book-in wit hme?*****
    * This may be in the form of a video, a testimonial, a review, be imaginative! You could even visit them in person if you wanted the sale and knew they were the right kind of customer.
  * Once you get a positive reply, make sure to move the customer to one of the positive pipeline stages listed below:
  * * In Negotiation
    * Hot Lead

# Why Is This So Important?

* Moving opportunities between pipeline stages shows you and us where any of your leads are at one point.

* By you actively doing this, we can also send email & SMS database reactivation campaigns to the people who haven't bought yet in the stages like
* * Unqualified / Not Yet Ready / Uncontactable
  * Making sure the people who are booked in and are awaiting negotiation.

![](https://support.autogrowth.co.uk/wp-content/uploads/2023/06/Move-Contacts-Between-Opportunities.gif)

* You can move an opportunity on Desktop by dragging them between stages like below

* ****Moving A Person To '**** *****In Negotiation***** ****' OR '**** *****Hot Lead***** ****' Stage Once They've Replied****
* * If someone has expressed interest, move them to In Negotiation or Hot Lead
  * Failing to remove them will result in automated texts/emails asking them to reply

![](https://support.autogrowth.co.uk/wp-content/uploads/2023/06/chrome-capture-2023-5-5-1.gif)

You can also move them between stages by doing so in the Conversation View

<ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Every time a contact replies and you have some form of outcome (i.e., interested, not interested, not the right fit), move them IMMEDIATELY to the appropriate stage in the Opportunities Pipeline</li></ul> <ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Learn More ➝ <a href="https://support.autogrowth.co.uk/opportunities-pipeline/move-opportunities-between-stages-in-pipeline/" class="PlaygroundEditorTheme__link">https://support.autogrowth.co.uk/opportunities-pipeline/move-opportunities-between-stages-in-pipeline/</a></li></ul> Move opportunities between pipeline stages to know where potential sales are at any one time.By doing this, we can also send email &amp; SMS database reactivation campaigns to the people who haven't bought yet in the stages like Unqualified / Not Yet Ready / Uncontactable, leaving the people who are booked in and are awaiting negotiation. <img src="https://support.autogrowth.co.uk/wp-content/uploads/2023/06/Move-Contacts-Between-Opportunities.gif" alt="" width="inherit" height="inherit"> <ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">You can move an opportunity on Desktop by dragging them between stages like below</li></ul> <ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem PlaygroundEditorTheme__nestedListItem">Moving A Person To 'In Negotiation' OR 'Hot Lead' Stage Once They've Replied<ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">If someone has expressed interest, move them to In Negotiation or Hot Lead</li><li value="2" class="PlaygroundEditorTheme__listItem">Failing to remove them will result in automated texts/emails asking them to reply</li></ul></li></ul> <img src="https://support.autogrowth.co.uk/wp-content/uploads/2023/06/chrome-capture-2023-5-5-1.gif" alt="" width="inherit" height="inherit"> You can also move them between stages by doing so in the Conversation View

Moving Opportunities

<h1 class="PlaygroundEditorTheme__h1" dir="ltr">Moving Opportunities</h1> <ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Every time a contact replies and you have some form of outcome (i.e., interested, not interested, not the right fit), move them IMMEDIATELY to the appropriate stage in the Opportunities Pipeline</li></ul> <ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Positive Reply?</li><li value="2" class="PlaygroundEditorTheme__listItem PlaygroundEditorTheme__nestedListItem"><ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Let's say a customer replied and has shown interest in your services, or they've said 'Yes I want it done, but I'm ready yet'.</li><li value="2" class="PlaygroundEditorTheme__listItem PlaygroundEditorTheme__nestedListItem"><ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">These are positive signs of potentially becoming a booking. A simple text or call a few days, a week or a couple of weeks could help get them over the line.</li><li value="2" class="PlaygroundEditorTheme__listItem">I always like to image; what information could I send to this customer to help educate them to make a decision and book-in wit hme?</li><li value="3" class="PlaygroundEditorTheme__listItem">This may be in the form of a video, a testimonial, a review, be imaginative! You could even visit them in person if you wanted the sale and knew they were the right kind of customer.</li></ul></li><li value="2" class="PlaygroundEditorTheme__listItem">Once you get a positive reply, make sure to move the customer to one of the positive pipeline stages listed below:</li><li value="3" class="PlaygroundEditorTheme__listItem PlaygroundEditorTheme__nestedListItem"><ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">In Negotiation</li><li value="2" class="PlaygroundEditorTheme__listItem">Hot Lead</li></ul></li></ul></li></ul> <h1 class="PlaygroundEditorTheme__h1" dir="ltr">Why Is This So Important? </h1><ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Moving opportunities between pipeline stages shows you and us where any of your leads are at one point. </li></ul> <ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">By you actively doing this, we can also send email &amp; SMS database reactivation campaigns to the people who haven't bought yet in the stages like </li><li value="2" class="PlaygroundEditorTheme__listItem PlaygroundEditorTheme__nestedListItem"><ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Unqualified / Not Yet Ready / Uncontactable</li><li value="2" class="PlaygroundEditorTheme__listItem">Making sure the people who are booked in and are awaiting negotiation.</li></ul></li></ul> <img src="https://support.autogrowth.co.uk/wp-content/uploads/2023/06/Move-Contacts-Between-Opportunities.gif" alt="" width="inherit" height="inherit"> <ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">You can move an opportunity on Desktop by dragging them between stages like below</li></ul> <ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Moving A Person To 'In Negotiation' OR 'Hot Lead' Stage Once They've Replied</li><li value="2" class="PlaygroundEditorTheme__listItem PlaygroundEditorTheme__nestedListItem"><ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">If someone has expressed interest, move them to In Negotiation or Hot Lead</li><li value="2" class="PlaygroundEditorTheme__listItem">Failing to remove them will result in automated texts/emails asking them to reply</li></ul></li></ul> <img src="https://support.autogrowth.co.uk/wp-content/uploads/2023/06/chrome-capture-2023-5-5-1.gif" alt="" width="inherit" height="inherit"> You can also move them between stages by doing so in the Conversation View

Moving Opportunities & Why It's important

<div data-lexical-embed-block="<div style=&quot;position: relative; width: 100%; height: 0px; overflow: hidden; padding-bottom: min(56.25%, 95vh);&quot;><iframe allowfullscreen=&quot;&quot; mozallowfullscreen=&quot;&quot; webkitallowfullscreen=&quot;&quot; src=&quot;https://videos.autogrowth.co.uk/embed/recordings/wyqs5eS4lhU95BOLBG25?onlyRecording=1&quot; width=&quot;100%&quot; height=&quot;100%&quot; style=&quot;border: 0px; position: absolute; inset: 0px;&quot;></iframe></div>"><div style="position: relative; width: 100%; height: 0px; overflow: hidden; padding-bottom: min(56.25%, 95vh);"><iframe allowfullscreen="" mozallowfullscreen="" webkitallowfullscreen="" src="https://videos.autogrowth.co.uk/embed/recordings/wyqs5eS4lhU95BOLBG25?onlyRecording=1" width="100%" height="100%" style="border: 0px; position: absolute; inset: 0px;"></iframe></div></div> <h1 class="PlaygroundEditorTheme__h1" dir="ltr">Moving Opportunities</h1> <ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Every time a contact replies and you have some form of outcome (i.e., interested, not interested, not the right fit), move them IMMEDIATELY to the appropriate stage in the Opportunities Pipeline</li></ul> <ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Positive Reply?</li><li value="2" class="PlaygroundEditorTheme__listItem PlaygroundEditorTheme__nestedListItem"><ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Let's say a customer replied and has shown interest in your services, or they've said 'Yes I want it done, but I'm ready yet'.</li><li value="2" class="PlaygroundEditorTheme__listItem PlaygroundEditorTheme__nestedListItem"><ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">These are positive signs of potentially becoming a booking. A simple text or call a few days, a week or a couple of weeks could help get them over the line.</li><li value="2" class="PlaygroundEditorTheme__listItem">I always like to image; what information could I send to this customer to help educate them to make a decision and book-in wit hme?</li><li value="3" class="PlaygroundEditorTheme__listItem">This may be in the form of a video, a testimonial, a review, be imaginative! You could even visit them in person if you wanted the sale and knew they were the right kind of customer.</li></ul></li><li value="2" class="PlaygroundEditorTheme__listItem">Once you get a positive reply, make sure to move the customer to one of the positive pipeline stages listed below:</li><li value="3" class="PlaygroundEditorTheme__listItem PlaygroundEditorTheme__nestedListItem"><ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">In Negotiation</li><li value="2" class="PlaygroundEditorTheme__listItem">Hot Lead</li></ul></li></ul></li></ul> <h1 class="PlaygroundEditorTheme__h1" dir="ltr">Why Is This So Important? </h1><ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Moving opportunities between pipeline stages shows you and us where any of your leads are at one point. </li></ul> <ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">By you actively doing this, we can also send email &amp; SMS database reactivation campaigns to the people who haven't bought yet in the stages like </li><li value="2" class="PlaygroundEditorTheme__listItem PlaygroundEditorTheme__nestedListItem"><ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Unqualified / Not Yet Ready / Uncontactable</li><li value="2" class="PlaygroundEditorTheme__listItem">Making sure the people who are booked in and are awaiting negotiation.</li></ul></li></ul> <img src="https://support.autogrowth.co.uk/wp-content/uploads/2023/06/Move-Contacts-Between-Opportunities.gif" alt="" width="inherit" height="inherit"> <ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">You can move an opportunity on Desktop by dragging them between stages like below</li></ul> <ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Moving A Person To 'In Negotiation' OR 'Hot Lead' Stage Once They've Replied</li><li value="2" class="PlaygroundEditorTheme__listItem PlaygroundEditorTheme__nestedListItem"><ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">If someone has expressed interest, move them to In Negotiation or Hot Lead</li><li value="2" class="PlaygroundEditorTheme__listItem">Failing to remove them will result in automated texts/emails asking them to reply</li></ul></li></ul> <img src="https://support.autogrowth.co.uk/wp-content/uploads/2023/06/chrome-capture-2023-5-5-1.gif" alt="" width="inherit" height="inherit"> You can also move them between stages by doing so in the Conversation View

Updating Opportunities - Why It's important

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