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Understanding the difference between Opportunity and Task Pipelines is essential for managing both internal workflows and customer journeys.
1. Task Pipelines
Task Pipelines help you and your team manage internal tasks, track due dates, and collaborate on projects with deadlines.
- These pipelines are great for operations and internal workflows.
- Each card represents a task that can have a due date, assigned team member, and notes.
- Similar to tools like Trello, you can create multiple task pipelines depending on your needs.
2. Opportunity Pipelines
Opportunity Pipelines, also known as sales or lead pipelines, are used to track the progress of leads through your sales process.
- These pipelines visually represent the buyer journey, from initial interest to conversion.
- They’re ideal for monitoring how potential customers move through various sales stages.
Short Sales Cycle Example:
For fast-moving sales, like low-ticket offers, customers may move through several stages within minutes or hours. s an example, if the sales process is short, with multiple products, the process might look like this:
Longer Sales Cycle Example:
For high-ticket offers, the pipeline may include multiple stages such as booked appointments, follow-ups, and negotiations—spanning weeks or even months.
Use Opportunity Pipelines to optimize your sales strategy, and Task Pipelines to streamline your team’s daily operations.
