video1.0<iframe src="https://www.loom.com/embed/a32bae1cedea4d09aec8af9b76434be3" frameborder="0" width="1280" height="960" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>9601280Loomhttps://www.loom.com9601280https://cdn.loom.com/sessions/thumbnails/a32bae1cedea4d09aec8af9b76434be3-00001.gif104.04Hi there! In this Loom, I will show you how to check the opportunity status of a lead in Aesthetix CRM to ensure that they are receiving proper communications. When you click on a conversation with a lead or a contact, you will see the pipeline widget at the top. It's important to ensure that this reflects where they are in your pipeline. If a lead took the action to book, we want to ensure that you click the pipeline widget to update their status. This will prevent them from receiving follow-up messages out of context. I would appreciate your help with this. Remember, you can click on the pipeline to ensure that the update did occur and move the lead's opportunity card from the lead stage to the book stage. You can also see what automation they're enrolled in by scrolling down to the campaigns and workflows section. Thank you!