INTRODUCTION

Hello hello!


Welcome back!


In the previous video, you learned how to create a pipeline in StudioHub!


Now, let's go back to the opportunities screen so that I can show you how to navigate it.



PIPELINES
If you have created multiple pipelines, you can select the pipeline that you want to view by selecting it from the drop-down menu.



SEARCH
You can look up any opportunities by typing their name at the top.



LIST VIEW
You can also view the opportunities as a list


FILTERS
Filters allow you to hide and show information based on the filters that you select. For example, if you only want to see the opportunities that are marked as won or lost, so that you can follow up with them, you can use the filters for that.

{{show filters for won or lost}}



If you want to see which opportunities were created at a certain period you can use the filters for that



{{show filters for "created"}}



You can play around with the filters to find the information that you're looking for.



CONTACT CARDS

I said this before at the beginning of this training. Each of these cards represents a contact.


You can assign these contacts to a particular team member in your team. For example, if you want one of your team members to follow up with certain contacts.


{Show how to assign a card}

You can move the cards from one stage to the other, or change the status by dragging the cards manually.

{Show moving the cards}


You can click on the opportunity card to open it, and see all the details inside.

{Click on a card}


From here, you can change the stage and status of the contact.

{Show where you can change the stage and status}


You can also delete the opportunity card from here

{Show how to delete the contact card}



CONCLUSION

That's it! You now have the basics when it comes to navigating the opportunities and pipeline screen.


Now, let's talk about how to add a contact to your pipeline.


We'll cover that in the next video!


See you there!