Introduction to Opportunities

Pipelines are an essential feature in the software that streamline and automate various processes within your business workflows. They enable you to create structured sequences of actions that guide leads or customers through predefined steps, ensuring efficient communication and consistent engagement.

Pipelines can be accessed through: your account > Opportunities > Pipelines

In This Article

• Pipeline Stages

• Best Practices

Pipeline Stages

Pipelines are composed of stages, each representing a specific step in the customer journey or sales process.

Common stages include "Lead Capture," "Qualification," "Appointment Setting," "Follow-up," and "Closing."

Best Practices

Keep it Simple:

• Avoid creating overly complex pipelines that may confuse users or lead to inefficiencies.

• Focus on essential stages and actions that align with your business objectives.

Regular Maintenance:

• Periodically review and update your pipelines to reflect changes in your business processes or customer preferences.

• Remove outdated actions or stages to streamline workflows and improve performance.

Data-driven Decisions:

• Leverage analytics and reporting features in the software to gain insights into pipeline effectiveness.

• Use data to identify bottlenecks, optimize conversion rates, and enhance customer experiences.