Understanding Filter Options You can now choose how the Pipeline calculates time for sorting and filtering. This determines which contacts appear when you apply date-based filters (e.g., “Last 7 Days”). How to Apply the Filter Who sees what? Pro Tip: You can always see the current “Time in Status” directly
As described in the article “How to Automate Your Pipeline Columns?”, there is a limited list of conditions available for creating appropriate triggers. These conditions are designed to help you trigger automation based on certain criteria or actions related to your accounts or contacts. Here’s a brief explanation of each condition:
The date picker is a versatile tool within the Pipeline that allows you to filter contacts based on specific date ranges. This feature can be instrumental in targeting campaigns and managing customer relationships effectively. You can access the date picker in the Pipeline by clicking on the calendar icon or
Editing existing or adding a new contact status would directly be visible on your Pipeline. All customization functionalities are available on the Contact Settings page. In order to ADD, EDIT, DELETE or REORDER a new status follow the instruction below to set you preferences. Here you will find instructions on how to reach out to Contact Settings page via
Having different filters on your Pipeline will allow you to sort, organize, and retrieve specific information from our CRM database, making it easier to manage customer relationships, track sales, and make data-driven decisions. The key benefits of using different filters would be enhanced customer segmentation, which allows targeting marketing campaigns
Our new lead management system tends to incorporate features to automate certain tasks, such as lead assignment, lead scoring, and email nurturing campaigns. By using such automation, you will be able to streamline your lead management efforts, save time, and improve the overall efficiency and effectiveness of your sales processes.
The Pipeline Report for HQ (Corporate) Accounts provides a comprehensive overview of lead generation, re-engagement efforts, conversion metrics, and revenue across the organization or multiple accounts managed at the headquarters level. It helps in analyzing overall pipeline health, the effectiveness of different lead sources and campaigns on a broader scale.
The Pipeline is a visual map that tracks potential customers from their first point of contact to the final sale. It helps your team see exactly where every lead stands, which ones to prioritize, and ensures no opportunity falls through the cracks. Follow the steps described below to start using
Adding automation to your pipeline columns in a business or sales context can provide several benefits that streamline processes, improve efficiency, and enhance customer experiences. Automation eliminates the need for manual data entry and movement of contacts between columns. This saves time for your team members, allowing them to focus
