Pipeline

Can I have multiple Pipelines?
Yes, you can have multiple pipelines in your account. Settings cog > Pipeline > Pipelines.
Mon, 25 Apr, 2022 at 12:10 PM
How do I Add a new Lead?
Leads can be added at any time to enable tracking of potential sales or jobs. Management Portal, Pipeline> +New Lead. Leads can be viewed through the pip...
Mon, 25 Apr, 2022 at 11:56 AM
How do I add Notes to a Lead?
To add Notes to a Lead, simply open the App>Leads and then click on the Lead that you want to add notes to. Add Note is under History, add your notes, th...
Mon, 25 Apr, 2022 at 12:08 PM
How do I add or edit the Pipeline Stages?
You can set up your stages and the respective % Success Rate in the Management Portal, Settings cog > Pipeline > Pipeline Stages +Add Another Stage   ...
Fri, 22 Apr, 2022 at 3:33 PM
How do I Call, SMS or Email a Lead?
To communicate with the new lead, Swipe from the Left. SWIPE FROM LEFT TO: > CALL > SMS > EMAIL
Mon, 25 Apr, 2022 at 12:06 PM
How do I change the Pipeline Stage of a Lead?
To change the Pipeline Stage of a Lead on the app, swipe left on the Lead that you wish to update then click on Change Lead Stage. Choose the Pipeline Stage...
Mon, 25 Apr, 2022 at 12:07 PM
How do I convert a Lead to a Quote, Invoice or Job?
In the Management Portal, CRM>Pipeline>Green Action Button and select the action you would like to make. In the App, SWIPE FROM RIGHT > NEW QUOT...
Mon, 25 Apr, 2022 at 12:04 PM
How do I customize the Sales Pipeline?
A sales lead can also be nurtured through a sales pipeline based on different stages that you can customize for your business. You can customize the Pipelin...
Fri, 22 Apr, 2022 at 3:29 PM
How do I delete a Lead?
To delete a Lead on the Management Portal, CRM>Pipeline click the checkbox next to the Lead you want to delete then select action and click Delete from t...
Mon, 25 Apr, 2022 at 12:03 PM
How do I edit Leads?
To edit Lead details on the Management Portal, CRM>Pipeline>Edit, on the lead that you wish to edit, make the necessary changes then Save. To ed...
Mon, 25 Apr, 2022 at 11:57 AM