Getting Started – Setup Pipelines and Opportunities

Organizing your sales pipeline might sound intimidating, but think of it like setting up your workspace for success—everything has a place, and nothing gets lost. With a structured pipeline, you can track leads effortlessly, automate follow-ups, and close deals swiftly. Ready to get your sales organized? Let’s dive in!

TABLE OF CONTENTS

• Create Sales Pipeline
• Import Contacts as Opportunities
• Create Opportunity Manually

Create Sales Pipeline

Setting up a new sales pipeline is a breeze, and it helps you visualize exactly where every lead stands in your sales process. Here’s how easy it is to get started:

1. Navigate to Opportunities.
2. Click Pipelines.
3. Click Create New Pipeline.

   

4. Fill in the details (name, stages, etc.) and click Save.

   

Consider customizing your pipeline stages to match your team’s workflow, such as:

• New Lead
• Hot Lead
• Booked Call
• No Show
• Delayed
• Closed
• Non-responsive

Want to dive deeper?

• Step‑by‑Step Guide: Creating Pipelines
• Understanding Pipelines

Next, you can import your existing contacts to fill your pipeline.

Import Contacts as Opportunities

Got a list of contacts from an event or another platform? Great news—you can easily import them straight into your sales pipeline and turn those leads into opportunities with just a few clicks:

1. Navigate to Opportunities.
2. Click Import.

   

3. Select Opportunities.
4. Click Next.

   

5. Upload your file.
6. Click Next.

   

7. Map file columns to Opportunity fields.
8. Click Next.

   

9. Verify all information and click Start Bulk Import.

   

Want more details? Check out our guide on importing contacts and opportunities via CSV.

Next, you might want to manually add opportunities to fine-tune your pipeline.

Create Opportunity Manually

Sometimes, opportunities come in one by one, and adding them manually gives you precise control. Plus, it’s quick and intuitive! Here’s how you do it:

1. Navigate to Opportunities.
2. Click Add opportunity.
3. Select an existing contact or enter details for a new contact.
4. Fill in the Opportunity details (pipeline name, stage, value, etc.).
5. Click Create.

   

Want a thorough walk-through? See our Step‑by‑Step Guide: Creating Opportunities.

Ready for more? Explore additional features to enhance your sales process even further!

TABLE OF CONTENTS

• Create Sales Pipeline
• Import Contacts as Opportunities
• Create Opportunity Manually