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Remove outdated actions or stages to streamline workflows and improve performance.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