Pipelines allow you to visually track each stage of your sales process and understand how customers are moving through it.
1. Define Your Sales Stages and Products:
Think about each step in your sales journey and the products involved. Break these steps into clear stages that can be represented in a pipeline.
2. Create Your Sales Pipeline:
Use the Pipelines module to create a pipeline that reflects your sales stages.
Each column in the pipeline should represent a specific milestone in your process.
3. Set Up Automation Flows:
Build Automation Flows that trigger when specific events occur—these flows will create or move pipeline items automatically.
Example Flow Actions:
- A form submission creates a pipeline item labeled “Lead”.
- A booked appointment creates or moves a pipeline item to “Booked Appointment”.
This approach helps you monitor performance in real time and optimize your sales funnel using clear visual stages.
