Optimize 360 Platform

Workflows, Funnels, Pipelines, Automations & Opportunities Learn how to set up the five core systems in Optimize 360 so your sales, marketing, and service processes run smoother, faster, and more efficiently — all without needing multiple tools or manual follow-up. Key Takeaways: Understand what each system (Funnel, Workflow, Automation, Opportunity, Pipeline) does. Follow a logical,…