The sales pipeline gives you a visual overview of where your leads and opportunities sit in the sales process. It helps you organise, track, and manage them efficiently, so nothing slips through the cracks. This article covers some features of the Opportunities and Pipelines section that will help you get the most from your sales process.

Automatic Lead Capture

Leads can be added to the pipeline automatically through integrations like form or survey submissions, so you don't need to enter them manually. Set up an automation to handle this for you.

Practical Example

Set up web forms, landing pages, or other integrations to pull leads into the CRM automatically, then use workflows to move them through pipeline stages based on your criteria. You can also create email or SMS sequences that fire based on lead actions or pipeline stages.

Communication Tools

Contact leads directly by call, SMS, or email from within the opportunity view.

Status Updates

Update the status of each lead to reflect where they are in the sales cycle: open, won, lost, or abandoned.

Lead Assignment

Assign leads to specific team members to keep things accountable and make sure follow-ups happen.

Task Management

Create and assign tasks for each lead, such as follow-up calls or emails.

Notes and History

Keep track of interactions, notes, and communication history for each lead, so you always have the context you need.

Payments

Create and manage estimates and invoices linked to the opportunity.

By automating lead capture and bringing together your communication and task management tools, you can streamline your sales process and make sure every opportunity gets the attention it deserves. With lead assignment, status tracking, and detailed histories, the Opportunities and Pipelines section helps your team stay organised and focused on converting.

Troubleshooting Tips

Leads Not Capturing Automatically:

  • Check that your integrations are set up correctly and linked to the right workflow.

Communication Not Sending

  • Check that your communication sequences are active and that the lead's contact details are correct.

Frequently Asked Questions

Q: How do I assign a lead to a team member?

  • Go to the lead's card in the pipeline, click on the "Owners" section, and select the team member from the dropdown.

Q: Can I create tasks for leads not assigned to me?

  • Yes, tasks can be created and assigned to any team member, regardless of lead ownership.