Understanding pipelines, stages, deals, and tasks

The Deals & CRM feature is available for the following plans:

  • Plus
  • Professional
  • Enterprise

Every business & sales process is unique. Learn how to setup a custom sales process that fits the needs of your business.

Pipelines

A pipeline is a defined set of stages for a sales process. You can create any number of pipelines. You may have one sales process for selling ads, one for selling a subscription service, or one for following up with existing customers to try to upsell them.

How to add a new pipeline

1. Click the "Deals" option located in the left navigation menu.

2. Click on the pipeline dropdown.

3. Click "Add Pipeline."

How to edit a pipeline

You can edit a current pipeline to reflect a new name and change the default currency. You can also choose how to auto assign deals and set permissions for which users can access your pipeline. 

1. Click the "Deals" option located in the left navigation menu.

2. Click the pipeline dropdown.

3. Select the pipeline you wish to edit from the dropdown menu.

4. Click the gear icon next to the pipeline name.

5. Click "Options."

6. Make your edits in the modal pop up and click “Save.”

Stages

Stages represent the steps included in your pipeline (or sales process). In the Deals CRM, they are presented in columns and move from left to right. Any deal you create should start in the left column and can be dragged to other columns as it progresses. There is no limit to the number of stages that you can have in your pipeline.

How to add a stage to your pipeline

1. Click the "Deals" option located in the left navigation menu.

2. Click the “Add Stage” button located on the top right of the Deals page.

3. Type the stage name into the "Stage name" field and click a color to add header background color.

4. Click the “Add Stage” button.

How to edit a stage

You can edit the following elements any stage in your pipeline:

  • Stage name
  • Stage header color
  • Card width
  • Card appearance

To edit a stage, follow these steps:

1. Click the Gear Icon for the stage you wish to edit.

2. Click “Edit Stage.”

3. Make edits to your stage in the Stage Options modal and click “Save.”

Deals

A deal in a pipeline contains information pertaining to a potential sale or opportunity—it is where you develop your sales process and get your leads to take action. With your deal, you can have a primary contact and secondary contacts.

There are a few different ways you can add a deal to your pipeline and we'll walk you through each option.

Create a new deal from the Deals page
  1. From the Deals page, click the "New Deal" button. You can also click the "Add Deal" button located at the bottom of each stage.

2. Add the deal and contact information into the fields provided. The contact information entered here is the primary contact for that deal.

Note: If the contact does not yet exist, a contact record will be created.

3. Click the "Add Deal" button.

Create a new deal from a Contact Profile page
  1. Click the "Contacts" option located in the left side navigation menu. 

2. Locate the contact you wish to create a deal for and click their name.

3. Click the "Deals" tab.

4. Click "New Deal."

5. Enter the deal information for the contact and click the "Add Deal" button.

Create a deal with an automation action

1. From your automation, locate where you would like to add the "Add deal" action.

2. Click the node (+).

3. Click the "CRM" option in the "Add new action" modal.

3. Click "Add deal."

4. Enter in the deal information and click the "Save" button.

Tasks

A task is a to-do item for your deal. This can include lunch, a call, an email, or a meeting.

How to add a task to your deal

1. From the Deals page, click the deal to open it

2. Click the "Add Task" button located toward the bottom of that deal's page. 

3. Type the task description into the field provided. 

4. Select the type of task, set a date and time for the task, and set the length of time for the task using the dropdowns provided.

How to create an alert for a task

1. From the deal, open the task you created by clicking it.

2. A menu will open to the right of your screen. Scroll down until you see the Alert option.

3. Click the "Add Alert" button and select when you wish to be alerted. Then click "Save."

An alert will be sent to you via email.

More information

For in-depth information on our Deal CRM, read this guide.

To learn how to use Deals CRM to enhance relationships, read this guide.

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