Understanding Pipelines

Pipelines can be accessed through: Sub account > Opportunities > Pipelines

Pipeline Stages

Pipelines are composed of stages, each representing a specific step in the customer journey or sales process.

Common stages include "Lead Capture," "Qualification," "Appointment Setting," "Follow-up," and "Closing."

Best Practices

Keep it Simple:

• Avoid creating overly complex pipelines that may confuse users or lead to inefficiencies.

• Focus on essential stages and actions that align with your business objectives.

Regular Maintenance:

• Periodically review and update your pipelines to reflect changes in your business processes or customer preferences.

• Remove outdated actions or stages to streamline workflows and improve performance.

Data-driven Decisions:

• Leverage analytics and reporting features in Topline OS to gain insights into pipeline effectiveness.

• Use data to identify bottlenecks, optimize conversion rates, and enhance customer experiences.