To change a funnel stage
- Open the property associated with opportunity
- Click on the funnel stage below the property address to chose your new stage.
There is no prescribed order to how opportunities be moved between stages. Move them between stages as best fits each individual case.
If you have your trust system connected to Ailo then certain funnel stages - Signed, Under Management and Lost Management will be controlled by information entered into you Trust system. This is to save you having to manage information across two systems.
When Ailo has moved the opportunity into the Signed or Under Management status this status indicator will appear greyed out. There is no need to be able to change this status as Ailo will automatically pick up any changes you make to the management in your trust system and update in the status in Ailo accordingly.
It may take up to 24 hours for changes in your Trust system to be reflected by Ailo.