This guide walks you through accessing and managing contacts — known as "opportunities" — through the pipeline stages in TheraSaaS.
- Click Add Opportunity, select the contact from your list, and assign them to a specific pipeline and stage
- Set an opportunity status, value, coordinator, and tag before clicking Create
Open the contact's details, select Schedule Appointment, choose a date, time, and location, then click Book Appointment.
Click the Tasks section, select Add Task, and assign it to a team member. Set a due date and click Save.
In the Notes section, click Add Note to add, edit, or delete notes for an opportunity.
Click the contact's name to open the Conversations tab, where you can view the unified inbox, tasks, notes, appointments, documents, and payments related to the contact.
By following these steps, you can efficiently move contacts through the pipeline, assign tasks, schedule appointments, add notes, and manage communications for each contact, ensuring an organized and streamlined intake process on TheraSaaS.
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