Intro Overview:
The backbone of any successful sales process is a well-organized sales pipeline. It not only helps you keep track of where your deals stand but also provides valuable insights into your overall sales health. With Topline, setting up your sales pipeline is both intuitive and customizable to fit your specific business needs. Let's embark on setting up your pipeline, a straightforward journey toward more efficient sales management.
1. Navigate to Opportunities
Start by clicking on "Opportunities" on your dashboard. This is where your journey in organizing your sales process begins.
2. Access Pipelines
Within the Opportunities section click on "Pipelines." This takes you closer to customizing your sales tracking.
3. Start a New Pipeline
Click on "Create new pipeline" to begin the process of tailoring a pipeline that fits your sales cycle.
4. Name Your Pipeline
Assign a name to your pipeline—make it descriptive of its purpose to keep your workflows clear and organized.
5. Name Your Pipeline Here
In this example we named it Sales
6. Give your stage a name
Click on the stage name field to start defining the journey your leads will take, beginning with "New Lead" as an example entry point.
7. To add more stages click here
8. Enter "Stage Name"
Now, you’ll want to continue repeating this same process until you’ve finished adding all your stages.
9. When your done don't forget to Click "Save"
Once satisfied with the pipeline name and the structured stages, click "Save." Congratulations, your custom sales pipeline is now set and ready to guide your opportunities to successful closes.
This guide covered the process of creating pipelines, defining stages, and saving changes in the Topline application to facilitate employee training. Follow the precise instructions to efficiently manage opportunities and pipelines within your organization.