Pipelines are a way of managing sales leads and enquiries. Pipelines ensure that every lead is recorded in a central place, assigned to someone in the business and cant be lost or forgotten. In most cases, a sales lead will move through different stages until it is either won or lost.
Formitize enables you to create your own customised “stages” to match exactly how your sales process flows. An example of pipeline stage flow might be:
Enquiry > Scoping > Presentation > Proposal > Quotation > Won
Formitize also enables you to trigger automated tasks and communications as the lead moves from one stage to another.