Pipeline (Pro/Max)

Build and manage a sales pipeline

Articles

Add a Stage
To add a new stage, go to Sales >  Pipeline Click " Add a Stage " start typing the name in the text box Click the Save  button. ...
Add a Deal
To add a new Deal from the Pipeline Dashboard from the left hand Nav. When in the pipeline to create a deal click Add a deal   Click Select a contact , select an existing contact from the drop down list, or click +Add  ...
Manage Deals
Edit Deal Details Click on a deal to add notes, send emails, manage the contacts, and manage team members attached to the deal. Delete a Deal   Click the trash can button to delete a deal Move a Deal   Click on a deal ...
Deal Activity Feed
Each time to you move a deal to a different stage, the Deal activity feed will make a record of the event with a date and timestamp. To see the Deal activity, simply open any Deal card (either by going to a contact record or going directly to your ...
Deal Email
Send customized emails from deal cards within your Pipeline. With full rich text editing capabilities, you can add bullet points, change font sizes, link to URLs, and more! Add a new Pipeline Click Sales > Pipeline from the left side navig...
Pipeline automation
Pipeline automation provides the ability to automate key steps in your pipeline process. You can keep your leads moving through your sales process by configuring automation that triggers when a new lead enters or exits a stage.  Pro-Tip! Au...
Pipeline: Multiple Pipelines
Create a new pipeline Start by going to Sales >  Pipeline   Click the ellipses and choose Manage pipelines Click Add a new pipeline Decided if you want to use a template or create a custom pipeline and click Get s...
Pipeline: Moving deals to another pipeline
Follow these steps if you need to move a deal to a different pipeline Click on the deal Click the Stage to select the pipeline and stage you would like to transfer this deal to In the Deal activity section, you will see a line item des...
Pipeline reporting and analytics
Easily pull up a chart that shows how your pipelines are working. View trend lines about how your business is trending and easily see how your sales reps are performing. View pipeline analytics Navigate to Sales > Pipeline Click Ana...
Change deal status while viewing a contact record
You can quickly update the status of a Pipeline Deal while viewing a contact record. Click on the Pipeline  card in the Contact activity section of the contact record Click on the current Status  of the Deal Choose a new status ...
Send invoice or quote from a pipeline deal
Pro-Tips! The activity feed in the deal card will update based on the invoice or quote being created and sent. The quote or invoice will be assigned to the primary contact on the deal by default. You can change the assigned contact within the ...