Navigate to the side panel and click Contacts.
Select the contacts you want for Pipeline Change by ticking the box.
You can find and click the pipeline change option on the upper side of the tools menu. This method will allow you to trigger automatic follow-up actions based on the progression or regression of opportunities throughout different stages of your sales process.
By clicking on the drop-down arrow, you can expand and select workflow triggers. Select and click Customer Pipeline to proceed. These are the same options that are found in triggers when you use the Add/Update Opportunity option.
To select a stage, click the dropdown menu and choose between Lead, Client, or Sales Closed. By selecting a pipeline stage, it will help identify a specific point in a process where a particular task or action will be performed.
In the designated field, add the name of the opportunity. Essentially, opportunity names are unique titles or labels assigned to specific contacts.
Add a name to this field to identify the opportunity source. Opportunity Name is the origin of a contact that determines the source of an opportunity.
Choose the lead value from the dropdown menu, this will help you measure how likely this lead is to convert into a sale. Lead Value refers to the worth or significance of a potential customer or prospect to a business. It measures how likely a lead is to convert into a paying customer and the value that customer will bring over time.
Click the drop-down menu to select the status of the opportunity. Opportunity Status refers to the current stage or status of a business opportunity within a sales pipeline. In order to effectively manage and prioritize sales efforts, businesses use it to track and categorize opportunities based on their progress.
Enter a name for the action, this will only appear in tracking reports.
Click on "Add/Update Opportunity" to save the action.
By clicking on ok, you can apply the opportunity to the contact or contacts you have selected.
