Task Pipelines #
Task Pipelines are for you and your team to see outstanding tasks, due dates, shared notes on projects that have deadlines.
Trello is a great example of a “Task Pipeline”.
In our platform, you can create as many task pipelines as you like.
Opportunity Pipelines #
Opportunity pipelines are sometimes known as lead or sales pipelines.
They are used to track leads, through your sales process to becoming a customer.
As an example, if the sales process is short, with multiple products, the process might look like this:
Where customers can move through stages very quickly, typically in a few minutes to a few hours.
However, if the sales cycle is longer, which typically happens with higher priced offers, it might look more like this:
For higher price points, there may be multiple appointments and the movement from one stage to the next might take weeks or months.
