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Getting Started with Pipeline
Getting Started with Pipeline
Lucas Jans avatar
Written by Lucas Jans
Updated over a week ago

Before diving into the features and functionalities of Pipeline, it's important to set up and configure the tool to align with your agency's unique sales process. This will ensure that you can effectively manage and track leads, opportunities, and customer interactions.

Managing and tracking leads

Pipeline allows you to manage and track leads throughout the sales process. With an easy-to-understand interface, you can quickly see where leads are in the process and take action to move them forward.

  1. View leads in the Pipeline by their stage in the sales process.

  2. Update lead information as needed, such as contact details and lead probability.

  3. Move leads between stages as they progress through the sales process.

  4. Mark leads as won or lost when the sales process is complete.

Creating and implementing workflows

Workflows in Pipeline help automate and streamline your sales process, ensuring consistent follow-ups and communication with leads. This can lead to improved customer service and increased sales.

  1. Set up automated workflows for following up with leads after they fill out a form on your website.

  2. Create custom workflows for specific scenarios, such as event leads or claims follow-ups.

  3. Automate communication with leads as they enter and exit stages in the sales process.

Monitoring and analyzing sales performance

Pipeline's reporting and analytics tools are limited today but will expand in the future. On the Pipeline you can see the sum premium of every opportunity in the Pipeline today.


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