video1.0<iframe src="https://www.loom.com/embed/cb78510af943482cbe1d8aeac0897bcb" frameborder="0" width="1280" height="960" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>9601280Loomhttps://www.loom.com9601280https://cdn.loom.com/sessions/thumbnails/cb78510af943482cbe1d8aeac0897bcb-69bd99eb670bd401.gif247.579In this video, I walk you through how to prepare and use CRM opportunities within our system, which helps track potential revenue from projects like new constructions. I demonstrate how to set up opportunity types and stages, including creating a new type called 'New Construction' and a stage labeled 'Lead' with a 20% probability of closing. I also show you how to create a new opportunity, inputting key details like projected revenue of $50,000 and a close date in June. I encourage you to repeat the process for your relevant opportunity types and stages to enhance our tracking capabilities. Please make sure to follow along and implement these steps in your workflows.