Before diving into the features and functionalities of the Fuse Pipeline, it's important to set up and configure the tool to align with your agency's unique sales process. This will ensure you can effectively manage and track leads, opportunities, and customer interactions.
How do I access the Pipeline?
The Pipeline tool built into Fuse can be found on the left sidebar of your Agency Revolution workspace. Expand the sidebar and find the "Pipeline" option, then select "Pipeline" from the dropdown menu. This will take you to the main Pipeline board view. If you're curious about the other options, "My Day" and "Reporting," please review their respective Help Center articles.
Understanding the Pipeline page
Once you've clicked on "Pipeline," you'll be taken to the Pipeline board view. This page houses all of your pipelines and allows you to manage your leads and do a number of other actions.
At the top of the page, you're able to choose which pipeline you want to work on by selecting the desired pipeline from the "Pipeline" dropdown. Next to that menu, you can also choose which leads and which agency management system, if applicable, you would like to use.
On the right side of the screen, you'll see options for "Bulk Action Mode," adding a new lead (which includes being able to upload a CSV of leads), a search button, and a settings gear.
Within the settings, you're able to manage your current pipeline, create a new pipeline, clone your existing pipeline, and check any CSV upload history.
The main part of the Pipeline page is the board view on the center of your screen. Here, you're able to manage and track leads across the sales process.
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View leads in the Pipeline by their stage in the sales process.
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Update lead information as needed, such as contact details and lead probability.
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Drag and move leads between stages as they progress through the sales process.
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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.
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Set up automated workflows for following up with leads after they fill out a form on your website.
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Create custom workflows for specific scenarios, such as event leads or claims follow-ups.
Pipeline Journeys
Pipeline Journeys are a streamlined approach to communication management within the sales process. This feature allows you to create planned communication paths for leads to follow, enhancing engagement and automating communication effectively.
Using Pipeline Journeys is a best practice to maximize your sales pipeline. You can use the "Manage Pipeline" setting to edit an existing Pipeline Journey, or you can use one of Agency Revolution's Quick Start Pipelines, built and ready for you to use right away.
To learn more about Pipeline Journeys, check out this Help Center article.