Pipelines in Max Classic
This course introduces Keap Users to the opportunity pipeline feature in Max Classic and creates a foundational understanding of how to use it in your business.
1.1 Welcome
2.1 What is a Pipeline?
2.2 Why is it valuable?
2.3 Pipeline Examples
3.1 Pipeline Set-up
3.2 Using Opportunities
3.3 Reporting
4.1 Intro to Pipeline Automation
4.2 Advanced Automations: Stage Move Automation
4.3 Advanced Automations: Creating Opportunities
5.1 Parting Wisdom
Feedback
Pipelines are a powerful way to track a process in your business.
Pipeline Expert and Keap Certified Partner