Overview
The Pipeline feature allows you to add products to your leads and manually edit details such as the expected close date and probability to close. This enables you to monitor opportunities as they progress through different stages, from initial contact to close. This allows better forecasting, identifies stalled deals, and helps sales teams focus on the most promising opportunities.
Key Functionaliies
Revenue Forecasting: Track potential revenue at each pipeline stage
Stage Probability Tracking: Set win probability percentages for each pipeline stage
Quick Action Access: Execute common sales actions directly from the LMS
Accessing Edit Pipeline
In the Lead Details, open the lead by double clicking or clicking the view lead button (eyeball icon) look for Additional Information. Find the Pipeline Tab and the Edit Pipeline button.
You can also use the Edit Lead Pipeline option on the Lead Manager Screen by selecting Update from the Action Center, Right-Click context menu, or through the Tool Bar.
Using the Pipeline
Once the Edit Lead Pipeline modal is available, you can select the expected close date for the lead as well as the Probability to Close at this point in the Sales process.
Next step is to add a Product to the Lead and to set the price for the product if it did not exist previous to editing the Pipeline.
After the Pipeline is set, the Pipeline Amount and Revenue can be seen from the Lead Manager Screen (if the columns are added) and in Lead Details.
