🖥️Pipeline Overview

The Pipeline tool is an excellent way to keep track of leads and convert them into paying customers.

Let's do a quick overview of how our Pipeline feature works before diving into how to set up a Pipeline within your own account.

Above is a screenshot of a generic Pipeline that is being used by one of our clients. As you can see, there are clearly defined Stages where different users are added based on their activity within the Sales Pipeline. Each user in this Pipeline has a full profile that can be used to contact them and leave notes, which we will cover more in a second.

In the above example, a New Lead comes in to the top left Stage labelled 'New' and is assigned a task automatically to reach out to the new lead. Once someone from the sales team for this client reaches out they move the lead/user from the 'New' stage to the correpsonding Stage depending on the outcome. If they answer and want to start a Trial, they are moved to 'Trial Set' by the team. Whereas if they don't answer or do answer and are not able to set a Trial, they would be moved to 'Attempted' or 'Connected' respectively.

While this is the most common use case for a Pipeline, the tool is flexible enough that you can use the Pipeline for a variety of different projects. Additionally, while this is a primarily Manual process where the Sales team has to move people manually through stages, you can set it up to be fully automatic or a hybrid between the two.

Now let's discuss what happens when you click on a users' profile and how to contact them further.

When you click on a user in the Pipeline, this 'fly-out' profile will appear that shows you the information you have on the user so far, who is responsible, their status, and more.

Let's review each of these sections.

Profile: Their profile is going to list all of the different data points we have on them. These data attributes depend on the integration you have, but any data you want to see coming in from your CRM will be listed here. This can help you to identify who they are, what they are interested in, and how to segment them.

Memberships: If a client has a membership, it will be listed here along with the status of the membership and the start/end date. For a quick check on their membership status, this section is incredibly helpful.

Activities: The activity section will display any activity we have on the user, including from your CRM and within Gleantap. The activity items selected by default to display are Email / Texts, Call Logs, Notes, Visits, Purchases, Tasks, and Form Activity. You can also manually select Flow Activity and Pipeline Activity from the dropdown for more in-depth insight into activity within a Pipeline or Flow.

Notes: Notes are where you can leave comments about the user for yourself or other members of your team. Simply write out what is required and click 'Add Note' to add it to your log.

Tasks: These are covered more in depth in another section - but this will display any open/completed Tasks that have been added for the user.

Appointments: These are covered more in depth in another section - but this will display any upcoming/completed Appointments that have been added for the user.

Now let's dive deeper into how to configure your own Sales Pipeline.