Go to Settings: Access your account settings from the main menu.
Select Pipelines: Navigate to the Opportunities & Pipelines tab on the left and click on the "Pipelines" section on the top right.
Click "Create Pipeline": Start the creation process by clicking the "Create Pipeline" button.
Name Your Pipeline: Enter a descriptive name for your pipeline (e.g., "Main Sales Pipeline").
Add Stages: Define the stages of your pipeline by clicking "Add Stage" and providing a name for each stage (e.g., "New Lead", "Contacted", "Qualified"). You can delete a stage by simply clicking on the delete icon next to a stage.
Note: Pipelines are composed of multiple stages, each representing a step in the customer journey or sales process. Common stages include "Lead Capture," "Qualification," "Appointment Setting," "Follow-up," and "Closing" etc.
Reorder Stages: Drag and drop stages to reorder them as needed.
Hide or show in funnel and pie charts: Click on the icons next to each stage to either hide or show them in funnels and pie charts.
Save the Pipeline: Once all stages are added, click "Save" to create your pipeline.
Go to Pipelines: Navigate to the "Pipelines" section.
Choose Pipeline: Select the pipeline you want to edit from the list.
Click "Edit": Click the "Edit" button next to the pipeline name.
Modify Stages: Add, remove, or rename stages as required. You can also reorder stages by dragging them.
Note: You can configure your pipeline to appear in the dashboard funnel and pie chart views. This gives you a visual representation of the stages and the overall flow of opportunities through the sales process.
Save Changes: Click "Save" to apply your changes.
Set Triggers and Actions: For each stage, define what happens when an opportunity enters or exits that stage. This can include sending emails, updating records, or moving the opportunity to a different stage.
Automate Workflows: Use automation tools to trigger actions based on stage changes, reducing manual intervention and ensuring consistency.
Pro tip: Regular maintenance is essential. Periodically review and update your pipelines to reflect changes in your business processes or customer preferences. Removing outdated stages and actions can streamline workflows and improve overall performance.
To improve data accuracy and streamline processes, the platform prevents the creation or addition of pipelines or stages with identical names.
No Duplicate Names: Users cannot create or add pipelines or stages with the same name.
Existing Pipelines and Stages: Current pipelines and stages are unaffected by this change.
Renaming Entries: Renaming an existing pipeline or stage to a name that already exists will result in an error message.
Creating a New Sales Pipeline: If you have a sales pipeline named "Sales Q1" and attempt to create another pipeline with the same name, the system will prompt an error, ensuring each pipeline has a distinct name for better data organization.
Renaming an Existing Stage: If you try to rename an existing stage "Prospect" to "Lead," and a stage named "Lead" already exists, you will be prompted to select a different name to avoid duplicates.
Customizable Stages: Tailor pipeline stages to match your specific sales process and customer journey.
Automated Workflows: Trigger actions automatically based on pipeline stage changes, reducing manual tasks.
Enhanced Visualization: Easily track and manage opportunities through visual representations of each stage.
Scalable Management: Handle multiple pipelines for different products, services, or customer segments.
Use Descriptive Stage Names: Clearly label each stage to avoid confusion and ensure team members understand the process.
Regularly Review Pipelines: Periodically review and update your pipelines to reflect changes in your sales process or customer journey.
Leverage Automation: Utilize automation to handle repetitive tasks, freeing up time for your team to focus on high-value activities.
Leverage analytics and reporting features to make data-driven decisions. Use insights from your pipeline performance to identify bottlenecks, optimize conversion rates, and enhance customer experiences.
Utilize the funnel and pie chart options on the dashboard to visualize the performance of each pipeline and stage, allowing for quick insights and adjustments to your strategy.
Q: Can I have multiple pipelines for different products?
A: Yes, you can create separate pipelines for different products, services, or customer segments to manage them effectively.
Q: How do I handle duplicate opportunities?
A: You can configure your pipeline settings to allow or prevent duplicate opportunities, depending on your business needs.
Q: What happens when I change a pipeline stage?
A: Changing a pipeline stage can trigger specific actions such as sending emails, updating records, or moving the opportunity to another stage, depending on how you configure your automation.
Q: How do I maintain the effectiveness of my pipelines?
A: Regularly review and update your pipelines to ensure they reflect current business processes. Remove outdated stages and use analytics to identify areas for improvement.
Q: What insights can I get from analytics on my pipelines?
A: Analytics help you understand pipeline performance, identify bottlenecks, and optimize conversion rates. You can use these insights to make data-driven decisions that improve your customer experience and sales processes.
Q: Can I choose which stages to display in the dashboard funnel and pie charts?
A: Yes, you can configure which stages are displayed in the dashboard by toggling the funnel and pie chart icons next to each stage in the pipeline setup.
