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Beginning with the Overview, the SmartOpportunities course will demonstrate the tools available in the SmartOpportunities module that will help advisors advance contacts through the sales pipeline.
SmartOpportunities Overview >>
9:15
Opportunity Setup >>
8:23
The Opportunity Dashboard >>
9:31
Opportunity Reports >> Coming Soon
The SmartOpportunities User Guide
Use the SmartOpportunities guide as a detailed reference of all the tools and functions available in SmartOpportunities.
Download the SmartOpportunities User Guide >>
SmartOpportunities Integrations
The SmartOpportunities module takes advantage of tools in the SmartLeads, and Seminar Tracking modules. For more information on using these modules, use the links below.
Take the SmartLeads Course >>
Download the SmartSeminars User Guide >>
Additional Resources
Flash Player is required to view Training Movies and Fast Classes.
User Guides and Printable versions of Fast Classes are available in .PDF format.
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