Setting Up Pipeline Stages in Moxie CRM to Maximize Your Workflow

I'm Lisa Williams, your trusted guide (aka your Moxie Maven 🤓) to mastering Moxie CRM so you can have a Magic Moxie! This video is all about organizing your pipeline stages from the initial inquiry to project completion.

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🛠️ In this tutorial, you'll learn:
How to Set Up Pipeline Stages
Automating Workflows
Big Picture Vs. Micro Tasks
Handling Multiple Services
Follow-Up Strategies and To-Do's:

📈 Why Set Up Pipeline Stages?
Having well-defined pipeline stages allows you to:
Maintain structured and efficient workflows.
Automate repetitive tasks, saving valuable time.
Keep track of project progress at any stage.
Enhance client communication and satisfaction.

🔗 Links & Resources:
The Moxie Maven Academy: https://yourmoxiemaven.com
Workflow Automation:    • Workflow Automation With Moxie CRM Wi...  
Project Templates:    • The Power of Using Moxie CRM Project ...