Next, you can work with this section's lead and pipeline status.

Changing it as you wish. You can change the contact to new if you have not communicated with them.

You can put them under made contact or select them to be under meeting, even if you still need to create a meeting in your calendar.

To quote. From quote, depending on what functions you do in the system, the system will ask you if it can be moved to qualify.

Once qualified, the system will ask you if it can be transferred to the customer.

So don't worry about any of that at this moment. Inside this section, you'll see multiple tabs.

Every time you put a customer into a sequence. Or, every time you want this prospect to follow a specific set of rules, we create tasks for them.

So, your tasks work similarly to sequences where you can select the tasks you want.

If it's an audio message, an email, a call, a DM, a video message, a LinkedIn message, or another task that you want to define on your own, all you do is click the task. 
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You'll see all your old ones pop up as you enter objectives.

So, often, it's finding out what challenges they have with their present CRM and getting a demo in the books.

So you're going to hit create. What that's going to do is create a task as you see pending.
 
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The same happens when you mark the task complete under today's to-dos.

Moving to the right, you will now have your notes section.

This section will share every note you've created for this prospect.
 
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The following section is about challenges. Challenges are straightforward.

You enter the title of the challenge and the full description of the challenge.

This gives you access to these during all of your meetings.

Not only during your sessions, as an individual profile for this particular prospect, but you're also going to want to detail all the challenges they have so you can utilize those maybe in some of your information, the crucial phrasing that you're moving over to them, so on and so forth.

 
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Right from here. Next is your document section.

This section allows you to upload documents of any kind. If your prospects emailed you information and you want to upload it to their actual contact profile section, that's where you do it here.

These documents will also be available for you at any given time. If you have a meeting or you want to understand where the prospect is, you can look at those documents in real-time.
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Now, as we move down to the bottom section, any lanes that you've quoted the prospect based on the volume.

Will give you the total GP you're looking at producing with this prospect that immediately goes into your pipeline from that section, moving over.

The engagement section in the prospect tab reveals all of the engagement with this specific prospect.

So, you would enter the title of your appointment. I will put it as a test and copy and paste this all through.

And I'm going to create the meeting for let's do 1400 today. It's internal because Trinity is in my books. I will choose a meeting on Google Meet, and I will do it for 15 minutes.


​When I hit create, it will generate this meeting on the ninth and add it to my calendar. You'll now see my meeting with Trinity. Not only does it add it to my calendar, but it also adds it to today's to-do list. 
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​This is when you have an appointment and go to the documents you've uploaded for them.

Your int, intentions, goals for the meeting, any notes you've created, and anything regarding your meeting that you've put in this prospects prospect's profile.

You can schedule your next meeting right from here, or you can cancel the meeting right from here.

​So, your calendar function is inside this contact tile. You can go as far out as you want regarding your dates and click this calendar to go in.

So, for example, if you had a task that you wanted to complete or anything you wanted to do, in whatever year it was time, you could always click this button under any calendar or any calendar date set up in Bridger.