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Pipelines (139)
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Pipelines
Sales and Client Management, Sales CRM, Pipeline Manager…
Pipelines Basics
Create & manage Pipelines Deal Stages Deal Cards Pipeline Visibility Pipeline Views Pipeline Filters and views Action
Card View (Summary)
In a Summary Card View you are able to view the following: Deal Name Assignee (if multiple) Deal Amount Due Date Deal Health Email Address
Email notification on card re-opening
Now agents can send quote sheets to their contacts or potential customers both via email and text. Navigate to Pipelines Click on a dealcard Scroll down on
Send Quotesheet via text
Now agents can send quote sheets to their contacts or potential customers both via email and text. Navigate to Pipelines Click on a dealcard Scroll down on
Task Overview in Pipeline Card View
Task Overview functionality is available for all the roles- admin and agent. It is applicable for both shared and private cards. How can you have the Task Overview, and
Select Categories for the Pipeline
In this article, you will learn: How to select Categories for the pipeline Select the category- Default or Custom Select Categories feature is available for creating
Category filter in the pipeline
Category filters will help to have a view of all the deal cards that will fall under the selected category. How to access category filters?
Dial pad- Ongoing call — Gather User Input via Keypad
In this article, you will learn: How to use the dial pad while on an ongoing call? Drag & Drop feature of the Calling Popup
Goal Settings (Agents)
In this article, you will learn: Goal add/edit restricted and goal widget changes How to set goals for agents? Restricted Goals for Specific Agents Goal
Lead Sources
In this article, you will learn: How to view the Lead Source section? Search, Sort, and Download Lead Sources We are ensuring a better user
Pipeline Automation
In this article, you will learn: Examples of triggers: Examples of Actions: Assignee for Pipeline Automation How to get to the automation section from Pipeline
Add Lead Source
In this article, you will learn: How to add lead source in Contacts? Lead Source in Pipelines Lead Source is the primary source of referral
