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.
The SmartOpportunities User Guide
Use the SmartOpportunities guide as a detailed reference of all the tools and functions available in SmartOpportunities.
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.
