Pipelines

Setting Up Your Sales Pipeline Before you can begin integrating form submissions into your sales pipeline, it's crucial to have a pipeline ready in your CRM. Here's a quick guide to get started: Access the "Opportunities" Section: Navigate to the "Opportunities" area within your CRM. Confirm or Create a Sales Pipeline: Check if a sales pipeline is already set up. If not, create a new one to proceed. Select the Appropriate Stage: Determine which stage of the pipeline (e.g., "New Lead") should display the form submissions. Linking Form Submissions to the Pipeline To ensure form submissions are automatically added to your sales pipeline, follow these steps: Access Your Form: Go to the "Sites" section in your CRM. Click on "Forms" and find the specific form you want to connect (e.g., "Free Roof Quote Form").  Create a New Workflow: Head over to the "Automation" section. Click on "Create New Workflow" and opt to start from scratch. Name the workflow, perhaps something like "Website Contact Form".  Set Up the Workflow Trigger: Define a trigger that will initiate this workflow. Select "Form Submitted". Add a filter to specify which form submission should trigger the workflow, then choose the relevant form from the list.  Define the Workflow Action: The action defines what happens when the trigger is activated. Choose "Create or Update Opportunity". Select the appropriate sales pipeline and stage, like "New Lead".  Customize the opportunity details, such as using the contact’s full name for easy identification, and set the source to something like "Website Contact Form". Ensure the status is set to "Open" for new leads.  Publish the Workflow: Save your settings and publish the workflow to make it active.  Testing the Integration Once the workflow is live, test it by submitting a form with test data. Check the "Opportunities" section in your CRM to ensure that the submission appears in the correct pipeline stage. Troubleshooting Common Issues Workflow Not Activating: Double-check that the form selected in your workflow matches the one being submitted. Also, verify the trigger settings. Incorrect Pipeline Stage: Ensure the correct pipeline and stage are selected in the workflow's action settings. FAQs Can multiple forms be linked to the same pipeline? Yes, you can either create individual workflows for each form or use filters within a single workflow to manage multiple forms. How do I manage duplicate leads? The CRM offers options to control the creation of duplicate opportunities. Adjust these settings within the workflow action based on your needs.

Your sales funnel is a vital aspect of your CRM system, offering a clear visual guide to where your prospects or potential sales opportunities stand in the overall sales journey. This tool helps in efficiently organizing, monitoring, and managing leads, ensuring that every potential sale is followed through. Essential Features: Seamless Lead Integration: Automatically integrate leads into your sales funnel through various tools, eliminating the hassle of manual data entry. Built-in Communication Channels: Directly connect with leads via phone calls, SMS, or emails, all within the funnel interface. Real-Time Status Tracking: Effortlessly update each lead's status to reflect their current stage in the sales process, whether they are active, converted, lost, or no longer pursued. Targeted Lead Assignment: Allocate leads to specific team members, ensuring that each prospect receives focused attention and follow-up. Task Scheduling: Organize and delegate tasks associated with each lead, such as scheduling follow-up calls or sending emails. Interaction Tracking: Maintain detailed records of all interactions, notes, and communication history with each lead to ensure informed and effective follow-up actions. Leveraging Automation Streamlining the management of your sales funnel is essential, and automation plays a key role in this. This involves automating lead capture, communication workflows, and using automated triggers to advance leads through the funnel based on defined actions or criteria. Steps to Automate Your Sales Funnel: Automate Lead Capture: Set up online forms, landing pages, or integrations to automatically pull leads into your CRM system. Automate Outreach: Develop email or SMS campaigns that are triggered by specific lead behaviors or funnel stages. Workflow Automation: Create automated workflows that progress leads through the funnel based on specific triggers, such as engagement metrics or lead scoring. Troubleshooting and Common Questions Frequent Issues: Leads Not Being Captured: Double-check that your integrations are correctly configured and that your forms are properly connected to the CRM. Communication Failures: Ensure that your communication sequences are activated and that the lead’s contact details are accurate. Common Questions: How can I assign a lead to a team member? Navigate to the lead’s profile in the funnel, click on the "Owners" section, and select the appropriate team member from the dropdown menu. Can I create tasks for leads that aren't assigned to me? Yes, tasks can be created and assigned to any team member, regardless of who the lead is assigned to.

Managing Your Sales Pipelines In this section, you’ll have the tools you need to build, organize, and manage various sales pipelines that comprise the opportunities within your CRM. If you haven’t yet explored the “Opportunities” section of your CRM, it’s recommended that you do so after reviewing this guide to familiarize yourself with its capabilities. NOTE: Access to certain features may be limited based on your user permissions. Pipeline Directory Your pipelines are all listed here, providing you with an organized view and easy access to manage them effectively. Modifying a Pipeline You can make various modifications to an existing pipeline using the editing function, such as changing its name, adding or removing stages, and making other necessary adjustments. For a step-by-step visual guide on how to edit a pipeline, refer to the GIF provided. Removing a Pipeline If you need to delete a pipeline, simply click on the trash can icon. Please be aware that deleting a pipeline is permanent and cannot be undone. Creating a New Pipeline To create a new pipeline, click the green "+ Create new Pipeline" button in the top-right corner. Follow the prompts to name your pipeline, add stages, and decide whether to display or hide the stage funnel and pie charts. Naming Your Pipeline When naming your pipelines, consider using names that reflect their purpose or the lead source, such as "Google Ads," "Facebook Ads," or "Website Leads." Naming Your Stages Each "Stage" in your pipeline represents a step in your process. Name each stage according to its role in the lead management process. For instance, stages could be named "New Lead," "Registered," or "Paid." Adding a New Stage To add a new stage, click the "+ Add Stage" button and give it a suitable name. Stage Funnel Chart: Show or Hide This toggle lets you decide whether to include this stage in the funnel charts on your CRM dashboard for reporting purposes. Stage Pie Chart: Show or Hide Similarly, this toggle controls whether the stage is displayed in the pie charts on your CRM dashboard. Managing Pipeline Actions In the "Actions" section, you have several options for customizing your pipeline's appearance and functionality. This includes showing or hiding the pipeline pie and funnel charts and deleting stages as needed. Pipeline Pie Chart: Show or Hide Use this toggle to include or exclude the pipeline from the pie charts in your CRM dashboard. Pipeline Funnel Chart: Show or Hide This toggle determines whether the pipeline appears in the funnel charts on your CRM dashboard. Deleting a Stage To remove a stage, click the trash can icon. Keep in mind that this action is permanent.