Pipelines

The pipeline feature has been introduced inside the Leads module. It allows you to create a sales pipeline by defining multiple stages. For each stage, you can set up an action to be performed via the stage automation feature. As the stages are created, you can drag and drop each lead in the required stage. Let’s take a detailed look at how this feature is used. ConvertLead > Left Navigation Bar > Leads 1. Follow the above-mentioned workflow to land on the Leads screen. 2. Click the ic...

ConvertLead > Campaigns 1. Follow the above-mentioned workflow to land on the Campaigns screen. 2. For a campaign you want to assign a pipeline to, click the pencil icon. Doing so opens the Edit Campaign window. Figure 47 Edit Campaign 3. Here, you can choose the pipeline you want to assign to the selected campaign from the Pipeline dropdown. Figure 48 Pipeline Dropdown 4. As the selection is made, click the button. Figure 49 Save

ConvertLead > Leads 1. Follow the above-mentioned workflow to land on the Leads screen. 2. Click the icon located at the top of the screen. This opens the Create Pipeline window. Figure 50 + Icon 3. Use the Name field to enter the name of the pipeline. Figure 51 Name 4. Select the currency for the sales pipeline using the Currency dropdown. Figure 52 Currency 5. Select the company you want this pipeline attached to using the Attach To dropdown. Figure 53 Attach To 6. Use th...

ConvertLead > Leads 1. Follow the above-mentioned workflow to land on the Leads screen. 2. From the top-left side of the screen, click the icon. Doing so opens the Pipeline Settings window. Figure 58 Settings Icon 3. Here, all the details for the selected pipeline are displayed to you for editing. 4. Once the required changes are made, click the button. Figure 59 Save