Maximizing Your Sales Pipeline

The sales pipeline is a crucial component of the CRM, providing a visual representation of where potential leads or opportunities are in the sales process. It allows users to organize, track, and manage leads efficiently, ensuring that no opportunity is missed. This article will cover some features of the Opportunities and Pipelines section which will help you maximize your sales process.

Automatic Lead Capture

Leads can be automatically added to the pipeline through various integrations such as form or survey submissions, eliminating the need for manual entry. Create automation to execute this process seamlessly.

Practical Example

Configure web forms, landing pages, or other integrations to automatically capture leads into your CRM, then set up workflows to automatically move leads to different stages in the pipeline based on specific criteria. Create email or SMS sequences that are triggered based on lead actions or pipeline stages.

Communication Tools

Directly contact leads via call, SMS, or email from within the opportunity view.

Status Updates

Easily update the status of each lead to reflect their position in the sales cycle, such as open, won, lost, or abandoned.

Lead Assignment

Assign leads to specific team members to ensure accountability and follow-up.

Task Management

Create and assign tasks related to each lead, such as follow-up calls or emails.

Notes and History

Keep track of interactions, notes, and the history of communication with each lead for better context and follow-up.

By automating lead capture and integrating communication and task management features, you can optimize your sales process and ensure that no opportunity is overlooked. With the ability to assign leads, track statuses, and maintain detailed histories, the Opportunities and Pipelines section empowers your team to stay organized and focused on driving conversions.

Troubleshooting Tips

Leads Not Capturing Automatically: 

• Ensure that integrations are correctly set up and are properly linked to the workflow.

Communication Not Sending

• Verify that communication sequences are active and that the lead's contact information is correct.

Frequently Asked Questions

Q: How do I assign a lead to a team member?

• Go to the lead's card in the pipeline, click on the "Owners" section, and select the team member from the dropdown.

Q: Can I create tasks for leads not assigned to me?

• Yes, tasks can be created and assigned to any team member, regardless of lead ownership.