Quick Start Pipelines

Use ready-made Pipelines to streamline your lead management process

Fuse Quick Start Pipelines are designed to streamline the process of managing leads and nurturing new business. They are intended to save you time and effort by providing a pre-structured roadmap for lead management, allowing you to focus more on converting leads and less on the logistics of creating Pipelines from scratch.

Please note that only users with Manager roles can access, use, and edit Quick Start Pipelines. 

Accessing Quick Start Pipelines

1. Start a New Pipeline: Navigate to the Pipeline tab in your Fuse workspace, select the settings gear icon, and click the "+ New Pipeline" option.
   
2. Choose a Quick Start Pipeline: You can browse the Quick Start Pipelines on the "Create your Pipeline" page.
    
3. You can preview templates by clicking on "Preview."  This will show you all the details, Stages, and Steps for the Pipeline. Preview Example: 
   
4. Then, select "Customize" or "Use Template" on the Quick Start Pipeline you want to use. Both actions will clone the Quick Start Pipeline for you! 
   

Using a Quick Start Pipeline

1. If you select "Customize": You will be brought to the Pipeline settings page, where you can edit the Pipeline details, Stages, and Steps. 
   
2. If you select "Use Template": You will be brought to the Pipeline page, which has the name, Stages, and details copied over from the template you chose. If you don't plan on making edits, you can start adding your leads!
   
   
   • Customize the Quick Start Pipeline: You can also customize the Pipeline from this page! Click on the settings gear icon and select "Manage Pipeline."
     • You can edit the Pipeline details, Stages, and Steps to better fit your specific needs. 
3. Add Leads to the Pipeline: You can now add leads to your Pipeline. For instructions on manually adding leads to a Pipeline, click here.

Leveraging these Quick Start Pipelines can help you streamline your lead management process and stay ahead of the competition. Happy Pipelining!