How To Filter Opportunity Status: In this video, I will show you how to filter opportunity statuses from "open," "lost," and "abandoned." Currently, the membership list is not populated because the status filter is set to "open." By adjusting the filter, you can view all memberships or select specific statuses. Pay attention to the instructions on how to apply the filter.
How To Track Text Responses: In this video, I will show you how to update the appointment status of a contact in the CRM. I will demonstrate how to mark a contact as showed, no showed, or canceled, and explain how this action automatically updates the contact's information, including the class schedule, conversation side, note, tag, and opportunity status. No action is required from the viewers, but this tutorial will provide important information for managing contacts effectively.